Managers of Wealth Americas

FIS Leads Technology Transformation with Bank Leumi USA

The FIS team understood the specific needs of our bank and worked collaboratively with us to make sure those needs were met.

Client Reporting Specialist Vermilion Voted #1 in Waters Rankings

The last six months have borne some important product enhancements for Vermilion

Client Reporting Specialist Vermilion Voted #1

Vermilion sells primarily to asset managers, wealth managers, hedge funds and asset servicing firms. The software firm has over 60 successful implementations on four continents under its belt.

Brazilian Smartphone Bank Neon Launches

The bank's iOS and Android app uses biometric facial recognition technology from US vendor Daon so that customers can ditch usernames and passwords and log in and authenticate transactions by taking selfies with their phones.

Custody Market's Evolution Leaving Private Wealth Managers Behind

To be sure, technology adoption has introduced several benefits for custody providers.

Robo-Adviser Betterment Hits the $5 Billion Mark

The pioneer of automated investing is still a small player in the multitrillion-dollar wealth management industry but has seen substantial growth since it was founded in 2008.

Marstone and Quovo Announce Partnership

Ranging from retail brokerage and banks to custodians and mutual fund families, Quovo's coverage gives financial professionals a current, correct, and holistic view of their clients' portfolios -- a key requirement for success in today's re

Fieldpoint Private Establishes Beachhead in Florida

They deliver strategic thinking, technology and solutions that would be considered impressive at any of the world's largest firms.

Millennials are ditching financial advisors for apps

Who are expected to inherit trillions of dollars over the next generation despite the slowdown in the economy.

Stellar Leaves The Biggest Blockchain Challenges To The Banks

They definitely see the writing on the wall that the world is moving in this direction.

Banco Bradesco to trial blockchain-based digital wallet

Bradesco says it has more than 69 million customers for its banking and insurance services.

Highly Commended for Best e-FX Software Provider: Broadway Technologies

Trading heads say the level of flexibility and modest cost of the firm's products keeps them competitive

Legg Mason Buys Big Stake in Robo-Advisor

Technology Solution to Enable Legg Mason's Distribution Partner Firms to Offer Clients Expanded Service and Choice

Mobile Banking SMEs More Confident In Growth, Says Survey

Data released by Raddon Financial Group found an increasing demand for mobile banking solutions, especially among small businesses.

Coupa Software Hires Investment Banks For IPO: Sources

Coupa would be one of the largest software companies looking to float on the U.S. stock market this year, which has seen few IPOs due to market volatility.

US Bank talks up clearXchange P2P payments

Because of the expansion of the platform, U.S. Bank is making the service available to customers with no fee, effective July 6.

SS&C Technologies 2016 Second Quarter Earnings Release Notice

The earnings conference call, scheduled for Wednesday, July 27 at 5:00 p.m. Eastern Time, will discuss second quarter results.

Landesk Named as a Champion Vendor in the 2016 IT Asset Management Vendor Landscape Report

It was also the only vendor to have all features fully present within its platform, from data transfer to mapping to desktop management.

Advicent launches new integration with BNY Mellon’s Pershing® to create a seamless digital experience for users

Advicent expands integration capabilities with Pershing’s NetX360

Dealogic Launches Beam App for Apple iOS And Android Phones

Launched on iPads in 2015, Beam offers bankers direct and immediate access to the personalized and predictive content of Cortex, Dealogic's investment banking product suite and a cornerstone of Dealogic's next generation platform offering.

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