Managers of Wealth Americas

Brazil readies state-backed digital bank for IPO

As a result, Guedes said Caixa will IPO as a bank that already has 64 million customers, creating new market opportunities for investors.

Grupo Financiero Banorte picks Volante for cross-border payment architecture

Cross-border payments are an area where banks, technology providers, and fintech firms can effectively collaborate to increase industry-wide innovation and broaden the range of business and retail services.

Where Have All The Robos Gone?

Build it and they will come.

AI, or a thousand shades of grey? by Russ Bryan

With AI, after a time we may start to receive different answers from the same inputs because it generally involves broader data sets and far higher volumes, with all the associated probabilities.

Cidel wins Digital Innovator of the Year

This helped Cidel grow its AUM even during the initial stages of the implementation

SS&C GlobeOp Forward Redemption Indicator: October notifications 2.84%

Movements in the Indicator reflect investor confidence in their allocations to hedge funds.

Digitizing and Streamlining Securities-Based-Lending from End-to-End in the Cloud

New technology provides a fully digital SBL process, from origination to collateral monitoring to loan servicing with advisor and client self-service capability

Broadridge turns to CloudBees to speed up product delivery

Broadridge, with over $4 billion in revenues, develops software solutions to drive business transformations for the world’s-leading companies and financial institutions.

Refinitiv, NRI Launch Refinitiv BETA and I-STAR/GX

The high-volume solution offers a single-stock record across all asset classes and markets, driving domestic and international corporate actions processing.

Data, technology become new prized possessions

As the pace of digitization accelerates, investors should think more in terms of business model variations than differences between industries, Mr. Thomas said.

Market-leading Nordic private bank chooses Limina and Confluence Delta

Limina OMS and Confluence Delta come together to create an entirely new and holistic workflow for the wealth manager.

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships

Kish Bank Selects CSI Core to Build Its Branch of the Future

In addition to its branch transformation efforts, the bank is deploying additional digital capabilities, including P2P payments, video-based chat support and personal financial management tools.

The New Digital Thundering Herd - High Net Worth Baby Boomer

Self-service is an important and attractive part of a digital offering.

Digital Wealth Manager SIMON Adds New ETFs to Platform, Launches New Marketplace

Financial professionals that use the SIMON platform will now have the option to consider adding the “attributes” these products can bring to a customers’ investment portfolio

Britannia Global Markets selects Broadridge for International Post-Trade Securities Operations

Mutualised solution increases efficiency, improves business controls and mitigates risk

SS&C GlobeOp Hedge Fund Performance Index at 0.75 per cent for September

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for September 2020 measured 0.75 per cent.

SS&C Strengthens Fixed Income Performance Measurement at Allianz Global Investors

Sylvan’s flexible user-defined attribution allows AllianzGI to broaden and support its global fixed income performance measurement and attribution reporting and analysis

SS&C ALPS Advisors Expands Capabilities into Semi-Transparent ETFs

Blue Tractor and GSI Capital Advisors partnership will support expansion

Stablecoins Explained & How They Can Help Stabilize Cryptocurrencies

Stablecoins, like USD Coin and Tether, are cryptocurrencies that offer a stable alternative to Bitcoin, due to their ties to real assets.