Managers of Wealth Americas

JPMorgan says crypto crash's impact on mainstream markets is 'limited'

The recent volatility shaved billions off the wider crypto world's value after deep correction hit the market earlier in the week.

Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds

SS&C will provide private equity administration, portfolio look-through reporting, tax services, treasury support services and investor AML/KYC compliance.

AI won't replace investment managers, but it could improve returns

Traditional market capitalization-weighted indices – like mutual funds or exchange-traded funds – have also grown over the last five years.

The Sand Dollar is the world's most advanced 'official' digital currency

Around 60 CBDCs are in the works worldwide, and The Bahamas’ retail currency – ‘Sand Dollar’ – is making world-beating strides.

Customers Bank signs with Tassat for B2B payments

The bank has been a leader in digital financial solutions since 2015, launching innovative offerings to millions of Americans through several platforms including its BankMobile student loan refund program, and partnerships with T-Mobile Money, and many no

Davis Advisors Reaffirms Its Transfer Agency Commitment to SS&C With 5-Year Extension

SS&C GIDS will back Davis Advisors’ strategic initiatives

‘DeFi’ fraud rises whilst cryptocurrency crime declines

The decrease in crypto crime reflects the industry’s maturation - as companies and exchanges improve their security systems.

The top 5 challenges of investor onboarding and the need for digitization

These documents are usually 50-80 pages long, full of legal language, with complex forms embedded within them. Investors are then left to decipher the forms to complete them correctly.

Producer’s National Corp. Selects SS&C to Power Asset Growth

Illinois insurer chooses SS&C to provide comprehensive middle- and back-office outsourced accounting services

Standard Custody takes new route to 'qualified custodian' status

Through Standard Custody, PolySign is looking to fill a gap in the custody space.

Exclusive Goldman to launch Marcus UK robo-adviser early next year

The challenge now is how do we repeat the formula we used for savings to offer our customers an accessible platform for investing products.

Allvue Systems Selected as Technology Partner for IQ-EQ Private Debt Services Launch

Company to deliver investment accounting technology solution to enhance IQ-EQ’s emerging group supporting institutional debt fund managers

Matthew Salloway on venture capital, technology startups and investing across North America, the Middle East and Japan

Salloway is the chief executive of GSI Ventures, a top 50 Global Family Office, with a focus on venture capital and portfolio market expansion into the Middle East and North Africa region.

Northern Trust Asset Management Introduces ESG Vector Score

Industry-first Approach Provides Greater Clarity to Assess a Company’s ESG Related Business Issues

Finastra harmonizes origination for deposits, loans and mortgages to provide a seamless digital experience

Fusion Originate merges Finastra’s best-of-breed origination solutions into a single platform

Asset Managers Remain in Early Stages of Adopting Disruptive Technologies, Accenture Report Finds

Although doing so will require new technology capabilities, according to the report, less than one-third (28%) of respondents said their firms have already implemented new technology platforms.

Teslar Software signs The National Bank of Texas

“The National Bank of Texas is committed to meeting the needs of businesses in our community, and Teslar Software enables us to expand that scope with confidence,”

Aviso Wealth Selects Broadridge to Power its Wealth Management Platform

The implementation of Aviso Wealth's MFDA business to the Dataphile solution was completed in January 2021.

CIBC Innovation Banking provides Vertu Capital with a Capital Call Line of Credit

Vertu brings decades of global experience and deep sector-focused expertise to high-potential and scaling technology companies seeking transformational growth.

Broadridge Completes Acquisition of Itiviti, Extending Capital Markets Franchise

Acquisition expands Broadridge’s Capital Markets into the front office and strengthens multi-asset capabilities, while driving additional global scale and ability to serve clients world-wide

FinTech