Managers of Wealth Americas

Northern Trust Automates Data Extraction from Alternative Asset Documentation

The solution leverages Microsoft Azure Applied AI Services to extract unstructured data from investment documents, providing investors with actionable insights

Broadridge Named to IDC Fintech Rankings for Seventh Consecutive Year

Broadridge earns recognition as IDC Rising Star, moves up 3 places in ranking

FintechOS Launches in US to Drive Digitalization in Underserved Financial Institutions

The FintechOS ecosystem allows its European members - banks, credit unions, community banks and insurers, to go to market with digital products faster than those outside of the ecosystem

Crypto ETF assets treble as investors take risks

Regulators and advisers are divided on digital currency and ‘inverse’ funds

Government Wakes up to Blockchain & Cryptocurrency

The US dollar is eroding, & cryptocurrency use is rising. Will this trend hurt the global economic system?

Simplicity Group Acquires Sawtooth Solutions

Sawtooth was represented by Echelon Partners and Winthrop & Weinstine, P.A. and Simplicity was represented by Oppenheimer & Co. Inc. and Dentons Sirote PC.

A Great Way Ahead for Institutional Investment in Cryptocurrency

Institutional investors are slowly moving towards the cryptocurrency market

MonetaGo Provides First-Ever Global Solution to Duplicate Financing Fraud in Trade Finance

As banks and financiers embrace digitization, they are provided with new opportunities to share information while at the same time maintaining the privacy and security of client information.

Technology, politics lead banks to rethink overdraft fees

Instead, banks are rolling out a host of tools and products designed to help their clients avoid such fees.

Andes Wealth Technologies Named Winner in the Risk Tolerance/Client Profiling Category in the WealthManagement.com 2021 Industry Awards

In addition to winning the Risk Tolerance/Client Profiling category, Andes Wealth Technologies is also a finalist in the Portfolio Analytics category for its patent-pending deep analytics and visualizations.

Community Banks Can Now Provide Consumers Easy Access to Digital Wealth Management Services with New Partnership

Banks and credit unions of all sizes can facilitate access to Robo investing, commission-free trading, over 30 cryptocurrencies and precious metals within their digital banking platforms

BlackRock Director Rick Rieder: Bitcoin Price Could Go Up Significantly

The managing director of the world’s largest asset manager, BlackRock, thinks that Bitcoin can go much higher in price.

Crediverso launches platform for Hispanic community

The free and all-inclusive bilingual digital platform is 100% designed for and fully dedicated to the Hispanic community.

Wells Fargo launches AI-powered accounts receivables service

Artificial intelligence and machine learning technology enables Integrated Receivables to correct errors and improve matching logic over time, which can help companies devote less time and resources to manually applying payments.

SS&C ALPS Advisors Launches the ALPS Global Travel Beneficiaries ETF (JRNY)

JRNY may provide a holistic and more diversified exposure to the secular tailwinds in global travel

Osprey Funds Launches Solana Trust Amid Token’s Rally

SOL’s price has reached new highs in recent days as many competitors have dipped.

Welcome to the Tri "Party": Broadridge Launches Sponsored General Collateral Service

Innovation expands post-trade capabilities into new asset classes

Blockchain technology: Transparency and traceability as the cornerstones of trust

Technology helps manage risk and quality by helping to provide a more holistic view of the audit environment.

Mainstream Fund Services Selects Harmonate

Harmonate to Support Range and Depth of Mainstream's Document and Reporting Processes, and Data Operations

Raymond James Selects FactSet

FactSet is working with Raymond James Ltd. to implement its web-based Wealth Workstation to over 900 wealth management professionals in Canada.

FinTech