Managers of Wealth Americas

Wealth Manager: Are You Ready To shape Your Future?

Read about their discussion in this report

SEI Unveils Enhanced User Interface for the Archway Platform

SEI’s Archway Platform and suite of family office services are leveraged by hundreds of family offices and high-net-worth families.

Pacific Premier Trust to Convert Wealth Business to SEI Wealth Platform

SEI's Modern Technology Offering and Robust Integration Strategy Key to Growth

SS&C Announces New Blue Sky Portal

Dedicated technology solution for compliance with state Blue Sky laws to enhance the client experience

Bank of America launches cross-border payments tracker with Swift gpi

The CashPro enhancements coincide with an expansion of Bank of America’s SWIFT gpi international coverage supporting 140+ currencies worldwide.

Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

New offering brings together three powerful technologies for a personalized, end-to-end solution

Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors

New offering leverages technology to help advisors deliver efficient 401(k) plan investment-management solutions across diverse client needs

SS&C Intralinks Sees Mergers & Acquisitions Increasing in 2021

Latest SS&C Intralinks Deal Flow Predictor forecasts an 18 percent increase in worldwide M&A announcements in H1 2021

TD announces new personalized app experience to empower digital customers

Bank using data and analytics and artificial intelligence in new ways as more customers adopt digital

Janus Henderson Taps SS&C, IFDS For BPO, Transfer Agency Services

Joint venture will service international funds

Hiring rapidly, U.S fintech startup Stripe plots Asia expansion

U.S. digital payments company Stripe plans to expand across Asia, including in Southeast Asia, Japan, China and India

Moody’s Acquires ZM Financial Systems, Bolstering Risk Assessment Capabilities for U.S. Banks

The transaction advances Moody’s position as a leader in integrated risk assessment by broadening Moody’s Analytics’ suite of enterprise risk solutions, which help financial institutions make informed decisions.

Billionaire Hedge Fund Manager Paul Tudor Jones Expects Bitcoin's Market Cap to Grow Beyond $500 Billion

Famed hedge fund manager Paul Tudor Jones has updated his view on bitcoin. Envisioning a bullish future similar to “the metals complex where you have precious crypto,” he says that $500 billion is the wrong market cap for bitcoin, given all th

AxiomSL Named Most Innovative Third-Party Technology Vendor at American Financial Technology Awards

Cloud-Based Regulatory Reporting Solutions Leverage AWS to Deliver Scalability, Security and Automation Globally

BlackRock launches Aladdin Climate to support sustainable portfolios

Aladdin Climate is initially available as an add-on for existing Aladdin clients globally with asset class coverage rolled out gradually over the course of 2021.

J.P. Morgan Asset Management agrees to acquire 55ip

Acquisition signifies accelerating investment in and development of advanced technology for financial advisors

What PNC has in mind for BBVA's technology

It’s normal for an acquirer to fold a seller’s technology into its infrastructure, said Sam Kilmer, senior director at Cornerstone Advisors.

Why Forced Innovation Will Usher In A New Era Of Economic Growth

This means we are still at the beginning of the new big tech cycle, which will become a much bigger part of our lives.

Marketaxess Completes Acquisition of Regulatory Reporting Hub from Deutsche Borse Group

It will help us to extend the full front-to-back trade lifecycle services that we offer

Wall Street’s Leading Investment Firm Enters Bitcoin

Guggenheim Partners filed an amendment with the SEC to seek 10% investment exposure in Grayscale Bitcoin Trust.

FinTech