Managers of Wealth Americas

Transatlantic success for client reporting firm

Victory at the 2017 FTF News Technology Innovation Awards was a first for the company in the US.

Acadian Asset Management Live on SS&C's Administrator Platform

As part of the agreement, SS&C will provide Acadian its world class long/short fund administration services with Syncova, a powerful end-to-end margin management and financing software.

Athene Asset Management and MUFG agree outsourcing deal

MUFG to provide outsourcing for certain middle and back office operations at Athene Asset Management.

Canada Life launches protection products through IRESS' The Exchange

The new term and decreasing-term protection products will be available in addition to Canada Life's existing whole of life product.

RBC's new collaboration with OneEleven provides Canada's top technology startups with resources to manage and grow their businesses

This new collaboration will help OneEleven improve its ability to support the country's top startups.

NY Green Bank Selects SS&C for Loan Servicing, Investment Servicing, and Fund Administration

SS&C GlobeOp selected as the preferred provider of services and technology pursuant to a competitive solicitation issued by state-sponsored entity

RobustWealth Crosses $500 Million in Assets on Platform

The second version of RobustWealth’s platform, called BaseCAMP, is set to debut on May 15, 2017

RBC puts BlackRock-developed robo offering on hold

The firm acquired FutureAdvisor for $152 million in 2015.

UBS the First to Bring BlackRock's Aladdin to Advisors

UBS advisors will now have access to a version that includes multi-asset portfolio analytics and one-click analysis of their entire book of business.

BNY Mellon advances artificial intelligence tech across operations

BNY Mellon said 20 bots have been placed in production since the start of the year.

Now the hard part for bank robos: Getting customers to use them

We want to make it easy to do business with us, and offer them the advice and technology that make them want to come on to our platforms.

CEO Of Chinese Fintech Firm Creditease On The Future Of P2P Lending In China

I met with Tang this week to discuss his firm’s position as a financial innovator in an industry where firms lacking best practices have crashed and burned.

Entrepreneur Tejune Kang Took 6D Technologies To Wall Street And He Is Still Recovering

His confidence in his business was immediately apparent and his enthusiasm about the future was contagious.

Robo advisers, digital advice, and the future of the advisory business

Financial advisers will need to develop new skills as the profession continues to evolve

SS&C Releases First Round of 2017 Product Upgrades

The core suite of products is used by nearly 4000 locally deployed and outsourced customers.

Do A.I and Cryptocurrency work well together? By Marcie Terman Founding director: XBT Corp Sarl

This could be the worst way to start an important conversation about financial technology, but stick with me, it gets more interesting.

New wealth management technology platform launched

"The world of financial services along with technology is rapidly changing. We wanted to build an exclusive advisor platform to help our firms and their advisors realize opportunities, gain efficiencies and thrive in this new environment."

Envestnet Launches New Analytics Suite

The introduction of Envestnet Analytics kicks off the company's annual Advisor Summit, where data and analytics will be a central theme this week.

IRESS delivers next generation wealth technology platform to Echelon Wealth Partners

The complete IRESS wealth management solution incorporates integrations with Broadridge Dataphile through Fidelity Clearing.

JP Morgan Chase exits R3 blockchain consortium

In October, it was reported that JP Morgan was developing its own blockchain, called Quorum, on the Ethereum network.

FinTech