Managers of Wealth Americas

Digital wealth management platform adds powerful direct indexing to Wealth Platform

"Our direct indexing feature empowers advisors to customize client portfolios in a tax-efficient manner."

NorthCoast Asset Management Selects SS&C

Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations

Optimizing Investment Banking Costs, Banca Is Shaping Crypto Asset Management

The analysis of big data provides ratings for each member’s business level, professional skills, and reliability.

Artificial Intelligence Hedge Funds Had Worst Month On Record

The Hedge Fund Research index, tracking all discretionary funds, posted a 2.4% decline for February.

ALM Intelligence Identifies Best Innovation Strategy Consultants

The most immediate repercussion is a ratcheting up of clients' prioritization of speed to measurable outcomes.

Swarm launches first major update to Swarm Asset Management Network Alpha

Swarm, a blockchain for private equity and hedge fund investments, has launched the first major update to the Swarm Asset Management Network Alpha.

SS&C to acquire N. American fund administration business

Acquisition to add recognized expertise in administering complex fund structures and bolsters Canadian presence

Big Banks Beginning to Sing the Crypto Tune

The interest that banks are showing in blockchain and cryptocurrency technology is bound to be a boost of confidence for crypto traders and miners who had been rocked by the downturn witnessed earlier this year.

Align Wins Best Global Cloud Services Provider in the Hedgeweek Global Awards

Align Managed Cloud Solutions Voted Top of Industry Worldwide

SS&C shortlisted in four categories at FTF News Technology Innovation Awards 2018

These awards celebrate and recognize financial services professionals, technology vendors, service providers and regulators that have demonstrated operational excellence over the past year.

The Bank of Amazon could woo 70 million US customers within five years

For Amazon, a banking tie-up would enable the firm to skirt regulatory barriers, but it may also act as a Trojan Horse, enabling the firm to save on interchange fees and move into other more lucrative financial products.

SEI and Synechron Join Forces for Blockchain Utilization

SEI Evaluates Distributed-ledger Technology and Offers Training for In-house Experts

Objectway Conference 2018: Breaking the wealth management digital deadlock

A show of hands early in the proceedings revealed that a good proportion of those in the room were from UK-based companies.

Fraud-ucation: Is Your Smartphone a Friend or Foe?

A similar concern arises when it comes to passwords.

Is Bitcoin Disrupting the Banking Industry? For JP Morgan Chase, Yes

According to the annual report that has released on February the 27th, Ethereum and Bitcoin are risk factors for JP Morgan.

UBS Launches U.S. Robo

UBS signed up Californian fintech firm Sig Fig for the development of the product. It concluded the agreement with the company in May 2016.

A fintech that puts family-first policy into action

While other companies might have shied away from having someone in such an important position working off-site, Jacobsen said it was a no-brainer for Promontory.

BankMobile Named a Finalist in the Most Innovative Bank Category in the Second Annual LendIt Fintech Industry Awards Competition

The prestigious awards will bring together 500 fintech influencers, entrepreneurs and thought leaders to honor the outstanding achievements in financial services innovation.

Tech M&A Outlook 2020

“We are in the midst of a longer lasting up cycle and expect a rebound in deal volumes this year."

Global Banking Institutions Remain Whimsical on their Stand on Cryptocurrencies

According to the latest 10-K annual report submitted by the country’s financial watchdog – The Securities and Exchange Commission (SEC) – a majority of the banks in the U.S. have expressed concern on the use of cryptocurrencies.

FinTech