Managers of Wealth Americas

Radius Bank Launches Goals-Based Savings Platform Through Partnership with Harvest Savings & Wealth Technologies

‘Goalkeeper’ runs seamlessly inside of Radius Bank’s online banking and mobile app to help customers save effortlessly

Zumigo Secures Increasing Use of Mobile Banking and e-Commerce Transactions Due to COVID-19 Pandemic

Studies of US financial data indicate a 50 percent surge in mobile banking since the beginning of 2020

Risk Management and Sponsored Repo

New twists in monitoring desk deals.

Informa Launches Tool to Design Mobile and Desktop Apps

With 'Digital Banking Hub,' Firms Select Best Features from Across the Industry to Create Their Ideal Digital Platform Model

Technology Companies And Startups Will Help Every Sector Emerge Stronger From The Pandemic

Import and export patterns will shift as countries reshore production and secure supply chains.

The Increasingly Essential Role Of The Law Librarian

Robots are not coming for law librarians’ jobs.

Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

The working partnership has a goal of rolling out a solution that increases automation, enhances integration and incorporates artificial intelligence into the world of financial management services

Digital Wealth Management: Artificial Intelligence to Accelerate Value Creation

AI makes it possible to use algorithms to build predictive scenarios to support the investment process.

Will Robo-Advisors Replace Traditional Financial Planners?

Robo-advisors are elegant tools that do their best to minimize investing costs and streamline their clients' financial lives.

Transitioning from a registered investment advisor to a multi-family office

A multi-family office is different from a high-end wealth manager in that it caters to multi-generational families.

Brookstone Capital and FormulaFolios Merge to Form $6.5 Billion RIA

Synergies in technology and investment strategy are cited as reasons behind the move.

Discover Named a Best Place to Work for IT Professionals in 2020

Discover provides a competitive benefits package to all of its employees including a flexible work environment, generous 401(k) match and paid time off package, tuition reimbursement, paid parental leave and commuter benefits.

SS&C Algorithmics wins Risk Technology Awards 2020 Bank ALM system of the year

The judges were impressed with the “rich and comprehensive integrated functionality…It makes good use of technology

Red Swan Risk teams up with Asset Control

Red Swan’s RiskON platform provides seamless aggregation of portfolio holdings data with security level risk and reference data using a unified data model.

The Peoples Community Bank uses Finastra to enhance digital offerings

The bank will also use Finastra solutions including Fusion Phoenix core and Fusion Digital Banking to provide a seamless user experience and increase efficiencies.

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

FinTech