Managers of Wealth Americas

BNY Mellon Adds Natural Language Tech for Asset Managers

Also: Addepar introduces an alternatives Marketplace, and Shareholders Service Group teams with AdvisorPeak.

SS&C acquires Innovest Systems

Strategic acquisition will complement SS&C services for trust companies

Silvergate Bank Adds 46 Crypto Clients, Deposits Surge by 35% in Q1

Silvergate has so far become one of the most crypto-friendly banking institutions.

Volante Technologies Joins U.S. Faster Payments Council

Volante will be joining as a voting member in the Technology Providers segment to further address issues that inhibit the adoption of faster payments.

SS&C Expands Data Solution

The solution allows us to focus on more productive, higher-level work," added James Meadows, Executive V.P., Operations for Manitou Investment Management.

Monzo Ahead Of Revolut For US Banking License

The application puts Monzo one step ahead of its British banking rival Revolut to get licensed in the U.S., The Telegraph reported.

SS&C Expands Data Solutions

Advent Transport optimizes custodial data operations

Big Four Accounting Firm Wants To Empower Enterprises With Ethereum

These goals sound very promising and nice but the path to get there can be challenging as enterprises are struggling to feel comfortable with the existing compliance rules and regulations and to overcome their fear of exposing their private data and asset

Cuba now has its own bitcoin exchange despite restrictions

The Italian-Cuban crypto entrepreneur first launched the Qbita pockets final November.

SEI Lags Q1 Earnings Estimates

SEI Investments Company today announced financial results for the first-quarter 2020

Deep Dive: How Banks Use Digital Technologies To Outlast The Coronavirus

Business is not continuing as normal, however. Banks are altering their customer interaction approaches to take precautions against further spreading COVID-19 while maintaining sound customer service practices.

We are in the midst of a 'total reboot' of wealth management

BMO InvestorLine president writes that, with the industry in the process of massive disruption, now is not the time for firms to be reticent or timid

COVID-19 and the CARES Act: Tax considerations and services

Tax Optimizer, our secure web-based tax preparation and hypothetical trading tool, is equipped with analytic tools that will identify the market volatility impact on your portfolio.

Multi-Strategy Portfolios Benefit clients, Let Technology Benefit You By Boris Bykhovsky

A common way to address these goals is through the creation of multi-strategy portfolio (MSP) or multi-asset portfolios (MAP).

World FinTech Report 2020

FinTech collaboration is even-more essential now for banks to achieve customer-centricity

Private banking meets the public cloud

They need the same flexibility as the larger banks.

Cambria Investment Management Hires SS&C to Service ETF Lineup

SS&C ALPS has been servicing the ETF industry since 1995 with a unique full-service offering that includes fund accounting, legal administration, distribution, and liquidity risk management.

Facebook’s vision for a new cryptocurrency gets watered down as it attempts to woo regulators

The move represents a big change for libra, which Facebook originally pitched last year as an alternative global system that would make it easier to make digital payments no matter where in the world you are.

How to make digital meetings feel like face-to-face

It’s fairly straightforward to use, and you can send a client a link so they can speak to you and see any documents you’re sharing.

Wannabe Biglaw Firm Closes Its Doors

The firm with Biglaw dreams is winding down.