Managers of Wealth Americas

Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds

38% of financial services executives expect the business recovery from COVID-19 to take one- to -two years

Technisys Named A Regional Leader For The Americas In IBSI SLT For 2020

As one of the top two platform-suppliers for the Americas Region, Technisys joins IBS Intelligence’s IBSI SLT Leadership Club.

Exclusive: JPMorgan drops terms 'master,' 'slave' from internal tech code and materials

The phrases “master” and “slave” code or drive are used in some programming languages and computer hardware to describe one part of a device or process that controls another.

VoPay, Inverite to expand Open Banking payments coverage

Through the partnership, VoPay will be connected to Inverite’s network of more than 285 financial institutions, providing open banking EFT payments solution in Canada.

Morningstar, Morgan Stanley adopt new content management tool

The 4U Connect platform stores content to be submitted, reviewed and approved all via a common app

Regions Bank is top regional bank in the J.D. Power 2020 U.S. Online Banking Satisfaction Study

Regions recognizes customers need an exceptional service experience and to be able to manage their finances when, where and how they choose.

FIS partners with FICO to build a new financial crime management solution

By partnering with FICO, FIS is providing a leading-edge solution to automate routine tasks and reduce false positives that make AML compliance management so challenging, allowing employees to work more efficiently

Empower Pushes into Wealth Management with Acquisition

The combination will give Empower and Personal Capital the ability to offer retirement plan sponsors’ employees a singular view of their entire financial picture.

Envestnet Launches 2020 Advisor Summit On-Demand

Annual advisor conference is reimagined online

Chapel Hill wealth management technology firm Eton Solutions raises $11M

This financing allows us to continue to expand the functionality of our comprehensive AtlasFive platform and to ensure our clients’ early success by delivering support through our implementation and client services.

Advisor Group launches ‘Reg BI-read' enhancements to digital account management platform

The tool then captures each client’s consent, logs it for record-keeping, and enrols the client in eDelivery, converting a previously paper-based and time-intensive task into a seamless online experience.

The Future of Advice

New survey reveals how advisor business models and practices will change—and the implications for asset managers.

SAFE invests $3.7 million in new banking technology

This is an investment in our members and in the future," said President

Refinitiv expands its digital capabilities for Wealth Managers with the launch of Refinitiv Digital Investor

Suite of digital solutions addresses critical need for faster time to market with flexible delivery options for the Wealth Management industry

Digital investing platform for women, Ellevest, expands into banking

As Krawcheck explained at the time, women were in need of a financial platform that took into account the specifics related to their lives

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform

Orion Partners with State Street Global Advisors to Expand Investment Program

Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform

Wells Fargo customers targeted with phishing attacks using calendar invites

We encourage our customers who receive suspicious emails to not respond, click on any links or open any attachments in any format.

Kofax Launches Global Trade Finance Solution

The solution automates the processing of paper and electronic trade transaction documents – enabling banks and other financial institutions to improve efficiency, enhance compliance and reduce processing times.

SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting

SS&C will monitor, submit and correct transactional data on behalf of Mid Atlantic Capital as part of its full-service offering.

FinTech