Managers of Wealth Americas

Personal Capital brings wealth management service to the iPad

Now the company is expanding its online service to the iPad with a free tablet application that makes it easier for users to see and touch their money.

SunGard Wins Three Financial-i Leaders in Innovation Awards

The winners were selected based on research conducted by Financial-i's team of journalists and independent analysts.

Banks team up to cut tech spend burden

But they also have to spend on adapting internal systems to comply with swathes of new regulation, which means they effectively have less cash to invest in platforms they provide to customers.

IRAmarket Teams With Wealth Management Systems

The new features are powered by Wealth Management Systems Inc. (WMSI), the leading provider of online rollover services to the financial services industry.

The Commercial Bank of Texas Converts to Wolters Kluwer Financial Services’ ComplianceOne Solution

The bank converted to ComplianceOne from Wolters Kluwer Financial Services’ ARTA Lending and Deposit documentation systems and is now one of nearly 1,300 financial institutions using the solution.

RBC releases money iPad app for kids

The app includes games that teach kids to recognize different coins, a read-along story book that teaches the value of earning and saving and a sticker book that can be filled with stickers purchased with reward points earned by playing the games.

Rule Financial expands North American operations with acquisition

The Group will be fully-absorbed into Rule Financial and will operate under the Rule Financial brand.

Facebook hires major banks to work on IPO

Last September, Facebook increased its credit line to US$2.5 billion.

Numerix tops ranking of structured products tech providers

The history of structured products is one of responding to users' requests for new solutions beyond those offered by standard instruments.

RMB Capital Management Selects Black Diamond and Advent Portfolio Exchange Platforms

Advent’s solutions provide RMB with industry-leading portfolio accounting, management and reporting capabilities that enhance the firm’s ability to deliver high-end service to an expanding client base.

SS&C to Acquire Thomson Reuters PORTIA Business

The acquisition adds over 140 staff across locations in Boston, Bangalore, London, Hong Kong, Singapore, Dubai, Tokyo and Bangkok. Christy Bremner, President, PORTIA, will continue in her current leadership role.

Saxo Bank Scoops 4 Awards at the Social Forex Awards 2011

The Bank ranked second in a further three categories: Best iPhone/iPad app, Best Online Content and Most Social Website. Of 8 categories Saxo Bank was ranked in all but one.

SunGard unveils Hedge360

The various solution components are delivered on a Software-as-a-Service (SaaS) basis, helping customers choose features and functions to customize a comprehensive solution.

Rule Financial ramps up global operations to support international growth

Rule Financial has strengthened its presence in New York, made a number of senior hires in London and expanded its presence in Łódź, Poland, illustrating the increased demand for Rule Financial’s onshore and nearshore services.

Bankers increasingly see mobile as key element of their retail strategies - study

One in four bankers expects regulations to facilitate additional technology spending.

SS&C Q4 net income soars

SS&C Technologies has announced its financial results for the fourth quarter and full year ended December 31, 2011.

Google and London Stock Exchange sign market data deal

Google Finance, which is funded by advertising, already provides real-time share data from the New York Stock Exchange, the Nasdaq and exchanges in China and India.

InvestTech Integrates FactSet Performance Attribution

InvestTech Systems Consulting has announced the successful integration of FactSet’s Portfolio Analysis system and Thomson Reuter’s PORTIA for a New York-based global investment management firm.

Here Are The Best iPhone And iPad Apps You Missed This Week

We have a brand new to-do list app, a way to keep all your contacts organized, and an excellent update to a popular app that will let you stream live concerts.

Wealth management software firm named "Most Innovative Private Bank Provider"

"This award reflects our never-ending pursuit of being best-in-class, helping private banks and other wealth management firms remove the obstacles of managing and operating client reporting, technology, data aggregation and integrated systems,"

FinTech