Managers of Wealth Americas

ING Financial Partners Builds New Wealth Management Platform

This web-based platform will offer the integrated capabilities to provide a clear, organized view of a client's complete financial picture.

Infosys unveils new solution for wealth management

Global software major Infosys Ltd unveiled a new solution for wealth management, which will enable banks to enhance their retail service to high net worth individuals and affluent customers.

Vermilion moves to bigger Boston office

Client reporting and communications provide a valuable way to administer better transparency and customer service.

SunGard expands philanthropic processing capabilities

SunGard has expanded the philanthropic and endowment processing capabilities of its AddVantage trust accounting solution to help financial institutions achieve agile growth and smarter operations in non-profit servicing.

Unified Wealth Platform from Fiserv Awarded “Best-in-Class” Recognition in Advisor Desktop Technology Analysis Report

Fiserv, Inc. a leading global provider of financial services technology solutions, announced that CEB TowerGroup, an independent research group, ranked the Unified Wealth Platform from Fiserv “Best-in-Class” for desktop components, integratio

SunGard reports fall in Q2 revenue

SunGard, one of the world's leading software and technology services companies reported results for the second quarter ended June 30, 2013. For the second quarter, revenue was $1.0 billion, down 4% year over year.

BlackBerry Porsche P'9982 for rich folk in leaked photo

Porsche is back in the driving seat with BlackBerry once again, the pair hitting the road with a new phone rumoured to be called the P'9982. Yes, they're still doing the stoopid apostrophe thing.

Sterling Bank Expands Its Digital Capabilities

Sterling Bank needed additional solutions to serve customers on their terms

Embium Appoints SunGard Executive as CEO

I am fortunate to join this exceptional team, and have the opportunity to work with such innovative technology

Advent Software Posts Loss

Advent Software Inc. reported second-quarter net loss of $4 million or $0.08 per share, compared with net income of $7 million or $0.14 per share last year.

SunGard named best Market Risk Solution Provider

SunGard’s Adaptiv solution has been awarded “Best Market Risk Solution Provider” in the 2013 Waters Technology Rankings

Washington Trust Bank to adopt SEI wealth management tech

SEI announced that Washington Trust Bank's Wealth Management & Advisory Services will adopt SEI's fully-integrated wealth management solution

Institutions have a reactive short-term view to risk management - SunGard report

New global research undertaken by SunGard has found that banks continue to take a short-term view when it comes to risk management priorities

StanCorp Financial Group, Inc. Reports Second Quarter 2013 Earnings

Net income excluding after-tax net capital losses was $1.34 per diluted share for the second quarter of 2013,

Wealth management platforms continue to evolve

Celent explores the emergence of this new type of platform in the larger context of emerging global trends in the wealth management industry

Broadridge Completes Acquisition Of Bonaire

Expands Fee and Expense Management Solutions Offering

SS&C Portia customers migrate to New York data centre

The move to SS&C's data center allows us to continually improve our operations by extracting additional efficiency from the services, such as faster processing of end-of-day and overnight activities

Use Mobile Technology Better or Risk Losing Clients

An advisor's personal relationship with clients traditionally one of the wealth management industryïes greatest strengths may now be a liability.

GenSpring's Pete Balderston Joins Private Client Resources Management Team

Pete Balderston has joined the firm as Senior Managing Director, where he will lead PCR's Data Service and Client Engagement teams

SS&C GlobeOp Opens Cloud Portal to the Buy Side

GlobeOp Financial Services was acquired by SS&C Technologies in June 2012.

FinTech