Managers of Wealth Americas

REBEL secures new investment from XP Asset Management

This financing will allow REBEL to further invest in its proprietary technology platform and product development, as well as to grow its customer base and loan book.

Blackstone Makes Investment in iCapital

Partners with iCapital in building definitive technology solution for alternative investments

Goldman Sachs bought the app Clarity Money. Now it's putting it to work

The change, made possible by the acquisition, lets customers access accounts with much higher interest

Envestnet | Tamarac Announces Integration with Wealth Access

Wealth Access provides collaborative financial management tools for advisors serving high net worth clients.

Newsflash: Canadian Bitcoin Exchange ‘Hacked,’ Says All Funds are Gone

They went so far as to near-nakedly manipulate the Bitcoin price in an attempt to recoup lost customer funds before anyone found out.

SEC Cracks Down on Cryptocurrency Investor Registrations

The SEC’s legal action states that Crypto Asset Management solicited $3.6 million from just 44 private investors, most of whom were individuals.

Broadridge and UBS Americas to Redefine Wealth Management Technology in North America

New Broadridge Wealth Platform leverages leading technology to optimize advisor productivity, client experience and enterprise operations for the industry

Arcesium Technology Boosts Third Party Administration Offering

Arcesium's Middle Office Technology and Services Create Bespoke SaaS Offering for Sophisticated Hedge Fund Managers

SS&C Technologies Signs Multi-Year Extension of Alliance Agreement with RedBlack

Investment Management Professionals Can Access RedBlack’s Rebalancing Solution Through SS&C Advent Platforms

Deloitte Corporate Finance advises Pillar Technology Group in its sale to Accenture Plc

Deloitte assisted in all aspects of the transaction including the due diligence process and negotiation of the transaction.

Envestnet | Tamarac Clients Surpass $1.2 Trillion in Collective Assets Under Management

Tamarac also announces more than 1,000 RIA firms now using its platform

Alexa wealth management is developing faster than you think

The application was built for a wealth management client, and what he showed off was a truncated version for the audience demonstration that took just two weeks to build.

SEI Investments Bottom Line Climbs In Q3

"Our third-quarter results reflect our focus on growing our existing markets with market-leading solutions to our clients' most challenging issues, while continuing our expansion into new markets and the development of additional capabilities,&a

Broadridge launches new global asset servicing solution

The Broadridge global asset servicing solution helps firms mitigate these drawbacks by standardising and automating processes for announcements, notifications, elections, accruals, entitlements, and settlements globally.

FDIC to launch innovation office to help banks compete with fintechs

FDIC Chairman Jelena McWilliams told an American Bankers Association conference in New York that federal bank regulators could do a better job of encouraging institutions to innovate, which is partly why the most dynamic changes are occurring outside the

FinTech