Managers of Wealth Americas

Pershing Named Best Family Office Service Provider by PAM

Pershing was selected, in part, for its efforts to innovate and expand solutions for its customers.

PCR launches superior Alternative to DIY software offerings

This comprehensive solution delivers robust capabilities, including high-quality aggregated data, premium reporting, multi-currency, research, risk analytics, CRM integration, invoicing and more. Additionally, PCR offers unique expertise with alternative

Envestnet Completes Acquisition of Prima Capital

Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced the completion of its acquisition of Prima Capital Holding,

Baker Tilly and FinancialForce.com Announce Partnering Agreement

Baker Tilly and FinancialForce.com to help service firms improve profitability and service delivery

Intact deploys Eagle's investment accounting solution ‎

This announcement builds on the existing collaboration which began in 2007 with the adoption of Eagle's data management and performance measurement solutions which are hosted by Eagle ACCESS(SM).

Independent Research Firm Names SunGard’s WealthStation Best-in-Class for Financial Planning Software

WealthStation received a best-in-class designation for Client Engagement Tools, Advisor Experience, Advisory Tools, and Enterprise Support.

SunGard Enhances Protegent’s Insider Trading and Conflict Detection Capabilities

Customers around the world can now choose from 11 different language interfaces, including English, Dutch, French, French Canadian, German, Italian, Spanish, Swedish, Chinese Traditional, Chinese Simplified, Korean and Japanese.

Barclays, BofA Merrill Lynch, Credit Suisse and Morgan Stanley Live on AcadiaSoft MarginSphere

The new participants joined previously announced dealers Deutsche Bank, Goldman Sachs, HSBC and J.P. Morgan, bringing the majority of fed-14 banks onto MarginSphere.

Are Private Banks Social Media Shy?

A survey conducted by assentium.com, an independent financial information portal for investors reveals that the attitude for most private banks to be on social media is rather reluctant.

State Street Announces Entity Exposure Monitor Service

Delivered through State Street’s proprietary online client information delivery system, my.statestreet.com, Entity Exposure Monitor Service includes state-of-the-art dashboards that investors can use to drill down into information about issuer and c

AQR Selects BNY Mellon's Eagle for Portfolio Performance Measurement, GIPS®

After a comprehensive selection process, AQR selected Eagle because it offered a robust and open data platform which gave AQR the flexibility for the requirements it was looking for.

This Wealth Management Site Was Created For The 99%

The main web application, which launched last week, is completely free to consumers and works much like other wealth management tools.

Spire Investment Partners selects integrated wealth management solution

Spire provides advisors with the flexibility to choose whatever business model or corporate entity they prefer. Advisors also have the ability to select a variety of fee structures.

Financial Services World Quality Report Reveals Cloud and Outsourcing Are Key - Research

New report from Capgemini, Sogeti and HP highlights Quality Assurance strategies to respond to compliance, growth and cost optimization priorities

Tamale RMS Expands Global Footprint

Advent Software have announced that Tamale RMS continues to expand its leadership across numerous market segments and geographies.

J.P. Morgan says banking website issues resolved

J.P. Morgan Chase is the nation's second largest bank by deposits and the third largest by number of branches, according to the Federal Deposit Insurance Corp.

Former Lehman Exec Launches Electronic Trading at Vandham

The independent broker thinks it can compete with more established firms by keeping staff lean and focusing on execution quality, service and capitalizing on longstanding relationships.

Microsoft Reinvents its Cloud Strategy

The plan is to allow the customers have a guide on how to migrate into the cloud from Microsoft’s conventional software.

Merrill Lynch Debuts New iPhone, Android and iPad Offerings

Clients currently enjoy access to applications on iPhones, iPads, and BlackBerry devices.

DST combines Tass and WSAS to form market services unit

The new entity was created through the merger of DST TASS and Wall Street Advisor Services, and will continue to specialize in delivering mutual fund processing and sub-accounting services to help improve productivity, increase process efficiency and redu

FinTech