Managers of Wealth Americas

Canadian fintech Koho raises C$210m

Billed as an alternative to a traditional banking experience

Broadridge Among FORTUNE Magazine's 2022 'World's Most Admired Companies'

These accolades exemplify Broadridge's ability to be at the forefront of emerging technology and its consistency providing innovative solutions to the financial services industry.

EBS eFix Matching Service Achieves Record Daily Volume of $25.3 Billion

The EBS eFix Matching Service allows banks to net client fixing risk ahead of calculations for the WM/Reuters 4pm fix and a wide range of other FX industry benchmarks, such as Bloomberg's BFIX and The Moscow Exchange's MOEX RUB Fix.

Echelon Wealth Partners financial advisors now benefit from Croesus solutions

This is another step towards our goal of offering Croesus to as many investors as possible," said Sylvain Simpson, President of Croesus.

Paysafe closes SafetyPay acquisition

With the transaction closing, Paysafe gains further scale in the fast-growing Latin American eCommerce market, where merchants and consumers alike are showing an increasing appetite to use eCash solutions to transact online.

FNBC Bank & Trust deploys Numerated loan origination system

The platform pulls in data at each stage of origination, saving time for lenders and their business customers.

Broadridge Reports Second Quarter Fiscal 2022 Results

Broadridge delivered another strong quarter

JPMorgan Analysts Drastically Lower Long-Term Price Target for Bitcoin, Name Biggest Challenges for BTC: Report

“Bitcoin’s allure as an inflation hedge has perhaps been strengthened by the failure of gold to respond in recent weeks to heightened concerns over inflation.”

Capital One partners Trovata to automate cash management for corporate clients

Capital One Ventures is an investor in Trovata, alongside other big financial services firms such as Wells Fargo and JPMorgan.

PayPal Wants To Push The Adoption Of Blockchain Technology In Traditional Banking

Recently a developer found that the source code in the PayPal’ iOS app has some hints that PayPal is working on its coin, PayPal coin.

SEI Investments plots next moves for financial advisors

The company’s portal for wealth managers, SEI Wealth Platform, lies at the core of its technology-intensive business of outsourced money management.

Crypto tax firm CoinTracker raises $100 million for expansion

All five institutional investors confirmed their participation in emails to Reuters.

SS&C Launches New Treasury Management Platform

Emso Asset Management leverages SS&C’s Treasury Management Platform to automate treasury functions

SEI Reports Fourth-Quarter 2021 Financial Results

SEI Investments Company today announced financial results for the fourth-quarter 2021

What You See Is Only Half Of What You Get With Digital Banking

Such user tools are now required to stay competitive. But it’s only half the answer.

CIBC wins Business Intelligence Group award for third consecutive year

The Challenge was centered on three themes: experience, convenience, and sustainability.

KKR lead Series C Round in Philippine B2B Platform Growsari with US$45 million investment

Transaction marks KKR’s latest technology investment in the merchant enablement space Latest round to support GrowSari’s expansion and strengthen its financial services capabilities

Data platform modernization delivering richer insights and powering dynamic digital experiences for TD customers

TD accelerates move to Microsoft Azure suite of data services and enters new commitment with Databricks to unlock data at scale

Akoya signs Huntington National Bank, M&T Bank, and Truist

“Akoya has been a positive force for Open Finance in the United States by increasing the pace in which the data aggregation industry has transitioned to API-based consumer data access from credential-based access and screen scraping,”

Bank of America says stablecoin adoption and CBDC is ‘inevitable’

A recent note from Bank of America analysts said that a CBDC would differ from digital currencies currently available because it would be the liability of the Fed, not a commercial bank.

FinTech