Managers of Wealth Americas

SS&C Evare Integrates with Schwab PortfolioCenter

In the process of collecting client data, many advisors have seen operating costs and exposure to operational risk increase.

Cross River Bank gets $28M from technology venture capitalists

The bank has been building partnerships with online consumer lenders since 2010, and the loans now represent more than half of Cross River's $340.7 million total book.

SS&C Evare Integrates with Schwab PortfolioCenter

As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data

Financial firms to use blockchain technology in trade processes

Ms. Masters, whose firm builds processing tools for financial services firms, said her clients are operating in such a low-margin environment that they cannot afford to keep running their inefficient

SS&C revamps Tamale RMS user interface

A secure browser experience and help front office professionals connect with their research anytime, anywhere

Robo-adviser Wealthfront's founder to return as CEO

Rachleff founded Wealthfront in 2011 with Dan Carroll, and previously led the company before hiring Nash to take the reins.

J.P. Morgan Withheld Payment From Tech Client, Lawsuit Alleges

Plaintiffs, including some Good Technology employees, have accused J.P. Morgan and the company’s venture capital backers of mismanagement

Wealth Technology News

The robots are coming!

SS&C launches web-based app for Tamale RMS

Tamale is our single tool that organizes and maintains the critical information that drives our investment decisions.

Global ATM Market Is Progressively Growing in Developing Regions and with Addition of Smart ATMS, Solar ATMS Enhancing the Market Size, 2022

Now days every financial institution is using this system to attract their customers & to serve them even outside the banking hall.

Wise Media Group announce new information portal “fintech-news”

Unveiled during FinTech Europe 2016 in London, the new window into the FinTech world is filled with news, research and much more

Bank of America launches AI chatbot Erica — here's what it does

Consumers are now accustomed to the types of seamless mobile experiences provided by apps like Uber and Airbnb and want better banking experiences

Invesco Receives Highest Ranking for Digital Presence Among Industry Peers

The research included an evaluation of 75 websites and more than 40 social media presences.

Bank of America’s newest tech: Siri-like service for mobile customers

The feature, called Erica, will allow its customers to perform transactions 24 hours a day, seven days a week using their voice

Google, Microsoft, Samsung digital wallets integrate with online banking services

Google announced that Android Pay would support both Visa Checkout and Mastercard Masterpass.

How fintech aims to make DOL fiduciary rule manageable

Wealth of tools popping up to help with compliance, but will require proper adviser due diligence

Global Financial Services Firm Selects NexJ for Wealth Management Americas Division

These developments are helping advisors to focus on client service and communication while breaking down vertical silos to support channel integration.

SS&C Technologies acquires leading CRM solution firm

Clients include registered investment advisers (RIAs), broker-dealers, family offices, institutional wealth managers, and trust companies.

Strategic Investment Group switches to Vermilion for client reporting

The OCIO market is an untapped opportunity, according to Ben McCormack, SVP Head of Region, Americas at Vermilion Software Inc.

European banks risk lagging Wall Street in blockchain race

Industry races to develop products based on blockchain