05/25/2023
Acquia Digital Asset Management Drives Creative Collaboration with AI Assistant
New capability in Acquia DAM (Widen) helps marketers generate better content, faster and leverage it across their tech stack
FinTech
05/25/2023
Allianz Guaranteed Income Product Will Be Available with SS&C
SS&C Retirement Income Clearing & Calculation (RICC) Platform to Add Allianz Lifetime Income+ Annuity
05/24/2023
Fast-Growing Wealth Management Platform Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors.
05/24/2023
Crypto Market Near-Term Upside Is Likely Capped: Bank of America
The bank expects digital asset trading volumes to remain subdued, with retail investors remaining on the sidelines.
05/23/2023
DRW Executes Intraday Repo Transactions with Societe Generale and Another Global Tier 1 Bank, Expanding Broadridge’s DLR Platform
Bi-lateral intraday repo trade executions paving the way for broader adoption of repo for intraday funding
05/22/2023
Marstone partners with American Bank & Trust to enhance wealth management capabilities
The partnership’s primary aim is to enhance American Bank & Trust’s wealth management capabilities, powered by Marstone’s Wealth Management-as-a-Service offering.
05/22/2023
Is the US Losing the Race in Crypto Innovation?
During a panel at the WealthManagement EDGE conference, the head of Mango Digital Strategies worried CEOs of crypto exchanges may opt to move to international locations trying to position themselves as crypto hubs.
05/19/2023
SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility
05/19/2023
SS&C Announces Latest Updates to SS&C Blue Prism Intelligent Automation Platform
The latest updates will help organizations extract value from intelligent automation programs
05/19/2023
How Blockchain May Play An Increasing Role In Investing
Going forward, the same-old strategies in wealth management may fall short for these increasingly wealthy populations.
05/18/2023
Broadridge Recognized for Leadership in Financial Services Industry at SIFMA’s 50th Annual Operations Conference
This award highlights Broadridge’s exemplary leadership and contributions to the financial services industry.
05/18/2023
SS&C Launches Blue Prism Process Intelligence 2.0
More than 2,800 customers worldwide run their operations on SS&C Blue Prism
05/18/2023
Truist Foundry launches Long Game mobile app to foster healthy financial habits
Rooted in behavioral economics and gamification, app provides a chance to earn monetary rewards to boost savings
05/18/2023
Sagent extends partnership with American Savings Bank to power loan servicing
American Savings Bank is a market leader because they get how to combine high-touch service with high-tech experiences for their customers and teams.
05/17/2023
BetaNXT Introduces Operations as a Service (OPaaS) Solution for Wealth Management Firms at SIFMA Ops
Stephen C. Daffron Discusses Data Science and Management, Operational Challenges Confronting Wealth Firms in Fireside Chat
05/17/2023
The Missing Piece In Wealthtech May Just Be Humans
Technological advances not only can ensure access to financial advice, but they also have the potential to upend the delivery model.
05/16/2023
AI is helping investment advisors better serve their clients
Still most people also think it will never completely replace human guidance
05/16/2023
Proxy Voting Gets Easier for Investors with New Tech Enhancements in Broadridge’s ProxyVoteTM App
New features include the option to pre-set voting preferences
05/15/2023
32% Of Family Offices Across The Globe Have Exposure To Cryptocurrencies: Report
The services of this firm are available in every kind of financial-related sector.
05/15/2023
Digitization and Democratization
Broadridge 2023 Investor Study highlights the new face of investors amid surging growth in self-directed online investing