Managers of Wealth Americas

Competing With Robots Is Making Work Worse

Interacting so often with computers may be fueling some amnesia in how to treat other humans.

Why some in Canada's tech industry are feeling jittery after Silicon Valley Bank's collapse

Tech exec feels relief after transferring money from SVB to one of Canada's big banks

WhatsApp Pay Brazil Expands into Business Payments World – Industry Responds

WhatsApp introduced WhatsApp Pay for users to make peer-to-peer (P2P) transactions.

Constellation Insurance Selects SS&C to Scale Commercial Mortgage Operation

Insurance holding company with a $1.6 billion loan portfolio chooses next-generation SS&C Precision LM platform to improve efficiency, profitability and risk control

Pretium Announces New Partnership With iCapital®

Custom Technology and Distribution Agreement Is First of its Kind for Pretium

Top 10 Use Cases For ChatGPT In The Banking Industry

With the rise of AI, banks can now leverage generative language tools like ChatGPT to improve productivity, streamline operations, and enhance their services.

BridgeFT Named the Best Data, Information or Business Intelligence Provider at the Second Annual WealthBriefing WealthTech Americas Awards

The award recognizes the deep impact BridgeFT’s cloud-native, API-first approach has had on fueling innovation throughout the wealth technology ecosystem.

Broadridge Develops Technology-Enabled Tailored Shareholder Reports Template for New SEC Rules to Improve Investor Communications

This new digital template greatly simplifies the steps involved in creating and providing the SEC’s new Tailored Shareholder Reports.

SS&C Blue Prism Recognized as a Leader in Robotic Process Automation, Q1 2023 Analyst Report

SS&C Blue Prism has been named a Leader in an independent analyst report after being evaluated across Current Offering, Strategy, and Market Presence categories

Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications

Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions

Whatsapp Hunters Seeking New Financial Sector Game

Both companies said they would cooperate with regulators.

JPmorgan and Commonwealth expand work on effect of emerging tech on finacially excluded

This project will advance the strategic vision for, and shape the ongoing public conversation about, the impact of emerging technologies in the financial services industry.

TD Bank Earns Greenwich Excellence Awards in Middle Market Banking

"TD is proud to be recognized by Coalition Greenwich as a leader in middle market banking,"

Wells Fargo Introduces LifeSync, A Digital Platform to Help Clients More Easily Plan and Track Their Money

LifeSync can help advisors understand their clients’ needs, giving them a greater opportunity to help them achieve their goals.

Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership

Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth

3iQ Digital Asset Management forms strategic alliance with BlockZero Advisors

Both the firms will provide OCIO clients with an integrated offering, through the new partnership.

Northern Trust partners with SimCorp for outsourcing offering

The interoperability enhances operating model resilience and incorporates new product features from both SimCorp and Northern Trust.

Multi-strat crypto hedge fund firm Active Digital launches

Active Digital takes a systematic approach to crypto trading with a market neutral fund and a long-short fund.

TrustQuay and Viewpoint partner to optimise automation and digitalisation

Around 20,000 individuals utilise Viewpoint, including 300 clients in 80 different countries.

Extended deadline announced for Banking Tech Awards USA 2023 nominations

Nominations are open to organisations based anywhere in the world as long as the project/product or team is based in the United States.

FinTech