Managers of Wealth Americas

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.

Widen Launches New Design Services for Digital Asset Management Customers

With outside help from Widen design services, the aesthetics of your site’s key brand touch points can still be prioritized.

UBS veteran set to bridge traditional finance and tokenised securities

Especially the digitalisation of financial and real assets such as debt, equity and real estate, which represent a USD600 billion opportunity, according to The Money Project.

Local tech company expands business to help clients be more accessible to their customers

According to the ADA, over 20% of Americans live with at least one disability.

Foreside Financial to buy U.S. Bancorp fund distribution business

Foreside president Dave Whitaker said: “Foreside is excited for the potential this acquisition provides to broaden our wide range of compliance and regulatory service offerings to clients based all over the US.

BNY Mellon joins Marco Polo Network

By engaging with Marco Polo, BNY Mellon is positioning itself to explore trade financing powered by blockchain

Cybersecurity issues for alternative investment funds

The good news is that there are steps you can take to minimize the risk to your firm.

What Does the Future of Financial Advice Look Like?

New tools, technologies and products are changing the landscape for both clients and advisors.

FinTech