Managers of Wealth Americas

Pascal WealthTech gets more backing for growth push

Canadian technology firm selected for program aimed at helping connect early-stage companies with investors

Appway Announces Release of Client Onboarding for Wealth: Purpose-Built for the Canadian Market

Appway manages the Cloud infrastructure

Northern Trust to take stake in Essentia Analytics

The addition of Essentia behavioral analytics solutions is an extension of Northern Trust Whole Office, a strategy that facilitates client access to new technologies, services and solutions across the investment lifecycle.

BITA Risk selected by Department for International Trade for virtual trade delegation to Climate Week New York

The UK Department for International Trade is partnering with Climate Week NYC for a series of events concerning climate change from September 20th to 30th.

TD Bank Group and Envestnet | Yodlee Enter into North American Data Access Agreement

Agreement signifies alignment between TD and Envestnet | Yodlee about access to customer financial data

Finboa signs Centennial Bank

In addition, the bank is always looking for ways to automate its manual processes. Seeking to improve their success in complying with federal regulations and the efficiency of operations, Centennial Bank selected FINBOA for Reg E Dispute Tracking. 

ICapital agrees to buy Axio

The Axio team is excited about the intuitive synergies and the common purpose driving both Axio and iCapital, and we’re thrilled to combine our efforts to serve financial advisors and their clients.

JPMorgan to Step in UK Market Launching Digital-Only Bank

This will also be the bank’s first overseas retail banking expansion in its 222-year history.

Fidelity Institutional Announces Access to New Cybersecurity Solution for Wealth Management Firms

New 3rd-Party Solution Provides Comprehensive Email Protection for Firms and their Clients

Bitcoin fund launched by NYDIG has raised nearly $17 million to date

At least some of the total amount may have been raised thanks to a deal announced in August between NYDIG and a broker-dealer firm owned by insurance company MassMutual.

Stay ahead of industry changes with SS&C EVOLV

The new name of EVOLV reflects our objective of helping clients evolve to meet new challenges.

El Salvador brings Chivo ATMs to the US

About 2.3 million Hispanic people of Salvadoran origin (including U.S. citizens) were living in the U.S. as of 2017 according to the Pew Research Center.

World InsurTech Report 2021

Discover how insurers address this trend

Citi, BNY Mellon and Verizon team on real-time bill payments

"While setting up automatic bill payments is convenient for many customers, living with weekly budgets or irregular income streams can be a challenge,"

Wells Fargo Announces New Digital Infrastructure Strategy and Strategic Partnerships With Microsoft, Google Cloud

“Google Cloud is committed to providing financial institutions with cloud technology that empowers banks to evolve, and to create digital experiences that customers demand.”

Bitcoin predicted to hit $500,000 in five years

About 47 percent of adults in South Africa own cryptocurrency: KLA study

SS&C Announces Enhancements for Eze Investment Suite and Eze Eclipse

The platform enhancements to fixed income and automated trading reinforce SS&C Eze's leadership in front-to-back investment management workflows for its 1,900 clients.

MoneyLion to Offer Crypto Investment Ahead of SPAC Merger

MoneyLion had recently announced that its merger with a special purpose acquisition company (SPAC) Fusion Acquisition Corp. to become a publicly listed company is coming to a close soon.

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

FinTech