Managers of Wealth Americas

Consumers Experiment with Digital Amid the Pandemic But Companies Miss the Mark on CX, Annual Broadridge CX Study Finds

Companies need to create compelling digital experiences for consumers to make the switch to paperless

New Tool Helps Banking Providers Capitalize on Charitable Giving

Americans' benevolence and generosity adds up to roughly $500 billion in annual donations to charities. Seizing on this trend, a cloud-based startup aims to make philanthropy as easy as online banking — for consumers and retail financial instit

Broadridge's LTX Granted Patent for Innovative RFX Protocol to Significantly Improve Corporate Bond Trading

Patent covers next-generation AI and cloud technology to power RFX digital trading protocol capabilities, going beyond the limitations of other trading platforms in measuring pre-trade liquidity and promoting best execution

JPMorgan goes ‘out of this world’ to test blockchain tech; may set stage for payments between IoT devices

The transaction was made utilising the company’s GOMX-4 satellites instead of JPMorgan sending its own satellites in space.

State Street Named Fund Administrator and Transfer Agent for VanEck’s Bitcoin Trust ETF

Collaboration Reinforces State Street’s Broader Strategy for Cryptocurrency and Digital Assets

Pathstone Announces the Addition of Cornerstone Capital Group

Growing Smart(ly) in a Way That Matters

SS&C Intralinks Sees Continued Strength in Mergers & Acquisitions Activity through Q2 2021

We anticipate positive M&A volume across most territories through Q2 2021 and are looking at new ways in forecasting deal volume through these unique times.

RBC selects FactSet as market data and technology provider for wealth management

The multi-year agreement also encompasses FactSet’s Advisor Dashboard, which will provide RBC’s wealth management teams with a holistic view of their entire client base.

Harvey Nash / KPMG CIO Survey 2020: Asset Management

How asset managers are adjusting their IT priorities in response to COVID-19.

Front-to-Middle Office Platforms: North American Wealth Management Edition

Vendors providing the front-to-middle office platforms for these financial institutions (FIs) must deliver a solution that produces an exclusive client experience.

SS&C ALPS Advisors Announces Active REIT ETF (REIT)

Partnership with GSI Capital Advisors and Blue Tractor will support expansion into active ETFs

intelliflo combines five digital wealth businesses under one brand

Intelliflo UK’s Intelligent Office becoming intelliflo office – which streamlines the entire advice process, allowing users to enter client’s data once, and use it for many different purposes, all within a single, time-saving system.

The Mobile Finance Apps That Banks Don’t Know Their Customers Use

Bankers may be familiar with consumers’ rate of fintech adoption, but they’re often unaware how this fintech activity impacts the financial institutions they work for.

New unicorn Axonius raises $100M to expand its cybersecurity asset management platform

The platform allows information technology and security teams to see devices for what they are in order to manage and secure them through a unified, extensible and open system.

Chartis Research recognizes SS&C Algorithmics Balance Sheet Risk Management

The company demonstrates that innovation is a continuous process.

FIS Unity Wealth Management Platform Named Best Technology Platform for Family Offices at Private Asset Management Awards

Award applicants were judged on innovation, market response, business growth, positive client feedback and future development possibilities.

FinTech