Managers of Wealth Americas

SS&C acquires Varden Technologies, gains communications portfolio

SS&C has been on something of a shopping spree over the past few years.

BNY Mellon probed by Mass. over billion-dollar technical glitch

The glitch affected billions of dollars worth of assets.

Robots could take trillions of dollars of assets from the Wall Street establishment

Big banks that also provide wealth advisory services have to be watching the progress of their stealthy, smaller competitors, especially if they want to hold onto their trillion-dollar lines of business as the industry increasingly shifts digital.

SS&C Acquires Client Communications Specialist

Financial terms of the Varden acquisition were not disclosed.

SS&C Announces Leadership Team for Advent Software Business Unit

SS&C Technologies has announced the leadership team for its recently acquired Advent Software business unit.

IBM Watson: What are companies using it for?

IBM's cognitive computing system, Watson, is more than just a champion Jeopardy contestant.

New Way to Help Financial Advisors Manage Investor 'Volatility Anxiety'

New rating system enables advisors to proactively reach out to high anxiety clients ahead of panicked phone calls, avoiding reactive, emergency mode conversations.

Cloud based platform for wealth management industry inks deal with New York City based law firm

Our service offerings have traditionally been deployed exclusively by financial services organizations that specialize in managing trusts for their clients.

BlackRock buys 'robo-adviser'

The unit will provide financial institutions with high quality, technology-enabled advice capabilities to improve their clients’ investment experience.

How Robos Handled Their First Major Market Challenge

Wealthfront was active on Twitter, reminding customers that though it can be difficult, it’s important to keep a long-term view and stay the course.

SEI Wealth Platform Continues Momentum Converting Two New Private Bank And Trust Clients In One Weekend

Clients First to Use Expanded Platform Services

Salesforce to Launch New Advisor-Centric Platform

Salesforce Financial Services Cloud is part of firm’s effort to target high-value industries

The CIO Legacy Project: If it Ain’t Broke, Fix it

The most revered CIOs envision new ways technology can be applied to solve big problems, and then execute their vision flawlessly.

DST Announces Completion Of major acquisition

Our combined resources, capabilities, and commitment promise to bring an unmatched opportunity for our clients to grow and retain retirement assets.

US wealth management platform expands into UK

Genpact OpenWealth® provides flexible, scalable, and investor-centric new technology platform and wealth management servicing operations in the U.S. and U.K., adding center in Glasgow

Smartphones and Wealthy Investors

Credit cards still feel safer than smartphones as a payment option to most wealthy investors.

Ready for the 'Mad Max' World of Digital Banking?

In this "Mad Max" post-apocalyptic world of apps and bots, community banks lay in ruin, fintechs come and go, and megabanks dot the vast desert wasteland.

Are You Evaluating Robo Technology for Your Practice? Three Strategies To Consider

Here we’ll give you a strategic framework to think through what Robo technology business model could make the most sense in order to grow and enhance your business.

Eze Software Rolls out Mobile App on iPhone 6

Further Enhances Range of Mobile Offerings

How Robos Will Change Investing

In addition to the discipline they bring to asset allocation, the chief attraction of robos is that they are a lot cheaper than human advisors.

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