Managers of Wealth Americas

Dynasty expands wealth management platform with two new hires

The additions Strengthen Dynasty's Rapidly Expanding Wealth Management Platform

Hedge Fund technology and Software providers move to Address Form PF Compliance Requirements

“Regulatory Filings Manager is a natural extension of our enterprise-tested data management tools,” says Phil Christianson, product manager for ConvergEx’s Eze Castle Software.

CONCERT Wealth Selects CAIS Alternatives Platform

Operational risk and investment due diligence on CAIS-listed products is conducted independently by Mercer Investment Consulting.

Saving BlackBerry from its 'deathbed'

The Sunday Telegraph visits BlackBerry maker RIM's headquarters in Canada to hear the latest plans to save the struggling company.

Innovest Systems Opens Toronto Office

The office is located at First Canadian Place, 100 King Street West, Suite 5700, Toronto, Ontario.

Bank of the West Selects Zafin Labs' Software for Strategic Relationship Banking Initiative

Zafin Labs, a provider of customer-focused banking software solutions, has announced july 11 that Bank of the West, a bank operating in 19 Midwestern and Western states in the United States, has selected Zafin Labs' software to support the bank&

Advisors Stuck in Tech Status Quo as Integration Frustrations Remain - SEI Survey

The results point to the lack of real movement toward integrated technology solutions in the industry, despite the ongoing demand from advisors.

BondDesk's Wealth Management Platform to supports FINRA requirements

BondDesk is a leading provider of fixed income technology and operator of the largest odd-lot fixed income alternative trading system in the United States.

Principal Trust Company Goes Live With Innovest

Principal Trust Company selected Innovest in early 2012 because the InnoTrust product is a proven, secure, and flexible trust accounting and wealth management system delivered in a Software as a Service (SaaS) model.

Principal Trust Company Goes Live With Innovest

“We are very pleased with the success of our InnoTrust implementation,” said Deborah Harris, personal trust manager at Principal Trust, “The conversion team made our transition as seamless as possible. We’re excited to be using a t

Fund Managers Seduced by Facebook

Some of the funds that bought shares wouldn't normally be considered natural investors in a high-growth technology company like Facebook.

Boston Financial Expands E-Business Division

Melter's appointment reinforces Boston Financial's commitment to offer a consultative approach to develop solutions that help financial services clients better manage their businesses.

US, China to lead global tech innovation: KPMG survey

According to the survey, mobile technologies will continue to build on the cloud platform, providing.

Dynasty Financial Partners adds key talent

Dynasty's integrated wealth management platform combines proprietary technology and business lines with a network of select resource partners to deliver a comprehensive suite of services to the industry's most sophisticated advisors.

Fundtech Wins Award for Best Payments Technology

Global PAYplus Payment Services Hub and Global CASHplus Recognized as Truly Innovative

CAIS Wins Best Private Banking Technology Award

CAIS Platform Recognized for Delivering a Complete End-to-End Alternative Investment Solution

Banco de la Nación Argentina New York selects Lombard Risk solution to automate its regulatory reporting

BNA is the largest commercial bank in Argentina's banking sector. It has 624 branches throughout the national territory and a global presence in fifteen different countries, employing more than 16,000 people.

Summitas Named "Best Risk Management Service Provider"

Summitas was founded in 2008 with an investment from Howard P. Milstein, prominent businessman, philanthropist and civic leader.

People's United Bank selects new wealth management system

Implementation of Overlay Portfolio Management Solution Allows for Consistent, Customized Open-Architecture Investment Solutions

Morgan Stanley Smith Barney Expands Access To LinkedIn, Twitter

Morgan Stanley Smith Barney will now allow its full rank of financial advisers the option to join the worlds of Twitter and LinkedIn. Morgan Stanley Smith Barney will now allow its full rank of financial advisers the option to join the worlds of Twitter a

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