Managers of Wealth Americas

Bitcoin is the best asset of the decade according to Bank of America Merrill Lynch

The bank claims that the first people to acquire one Dollar in BTC have a return on investment of approximately $90,026.

TAG Bill Pay Named Finalist for PAM Awards 2020

TAG Bill Pay has been shortlisted for the “best general ledger system,” an award designed to recognize firms who provide outsourced general bookkeeping and accounting support services to family office firms.

Bank of America will pay people $15 to use its app

Customers can see if they’re eligible via the app, but will also be notified of eligibility if they try to deposit a check at an ATM or at a bank.

Invesco Expands Digital Wealth Business

Firm grows global digital wealth technology and services to provide advisor-powered digital capabilities

Invesco Expands Digital Wealth Business

Firm grows global digital wealth technology and services to provide advisor-powered digital capabilities

When open banking and data privacy collide

Banks that implement such changes stand to benefit from new customer offerings and revenue sources.

Plain-Sailing Future For Trade Finance Digitization

Trade finance is moving out of the paper age. But to fully leverage digitization, banks need to tear down data silos and standardize tools and procedures.

TAG Bill Pay Shortlisted for the 2020 Family Wealth Report Awards

Awards showcase the best in the industry with categories focused on experts, products and services for wealth managers, high-net-worth clients and financial institutions.

Equisoft Partners with Refinitiv to Deliver a Powerful Solution for Wealth Managers

Equisoft/analyze for wholesalers powered by Refinitiv Lipper data helps wholesalers evolve from just a source of product information to a genuine tech-enabled business consultant engaged in helping advisors grow.

SEI Renews Strategic Partnership with the Association of Governing Boards of Universities and Colleges

OCIO Demonstrates Continued Commitment to Higher Education Marketplace

State Street Slashes DLT Developer Team as Bank Rethinks Blockchain Strategy

A second person familiar with the situation said “most of the blockchain team had gone,” and that the number let go was “upwards of 100.” There are now “only a few token people left” from the team, this person said, mea

Instinet Launches Newport FX

An agency-model electronic trading platform for spot FX

TIG Advisors Selects SS&C for Portfolio Accounting

“The integration of Eze OMS and Geneva optimizes our daily workflows and provides the opportunity to leverage the best expertise across the front-, middle- and back-office.”

Broadridge unveils AI-based STP machine

With the SRD II regulatory compliance deadline fast approaching, intermediaries supporting institutional and/or retail clients face the biggest change in European corporate governance in many years.

SS&C Completes Acquisition of Algorithmics

Algorithmics’ cloud-based technology will add micro-services within SS&C’s platform.

Broadridge unveils AI-based STP machine

Customers will be able to license modules on the platform for multiple Intelligent Automation applications

SEI opens developer portal

The SEI Developer Portal is designed to arm developers with tools and content to integrate features and functionality across front-, middle- and back-office services using registered applications, API keys/secrets and SEI’s various licensed API prod

Giant Oak Recognized in the 2020 RegTech 100 as a Global Leader in Compliance

Current screening and vetting processes do not address the needs of today’s regulatory environment.

Two years after Chase acquisition, WePay retains its autonomy

Aberman characterized the consequences of the acquisition as an expansion of WePay’s mandate rather than a “co-opting” of the technology.

Tech firms team up for new wealth platform

The platform, used by more than 75 financial institutions in Europe and Asia, will be integrated with Pascal’s best-in-class user experience and client-engagement and management modules.

FinTech