Managers of Wealth Americas

United Capital to Sell White-Label Advisor Technology Package

FinLife Partners allows firms to put their own branding on United Capital’s client experience tools

Switzerland based family office selects wealth technology system

“We are very excited to expand and support sophisticated investors and their advisors across EMEA. Switzerland in particular is of strategic importance as we look to expand our leadership role in reshaping the global private wealth industry”,

Wilshire Launches Wealth Management Platform

Wilshire Funds Management, a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading f

Bank of America is getting into the hottest trend in tech right now

The bank said the bot would "enable clients to receive important real-time alerts and communications" but did not offer specifics.

ICAP Acquires ENSO Financial Analytics

The acquisition has been led by Euclid Opportunities, ICAP's early-stage fintech investment incubator, founded by Steve Gibson in 2011.

SS&C Acquires One-Third Interest in Nervanix

SS&C’s investment in Nervanix will combine its leading adaptive learning capabilities with SS&C’s portfolio of solutions including its leading financial services cloud-based learning platform, Zoologic Learning Solutions.

What a Tech Startup's Pivots Say About Bitcoin's Future

The upshot: Providing bitcoin wallets — which let people buy things with an app using bitcoin — is a tough road for multiple reasons.

Janney Montgomery Scott Selects SEI to Provide Open-Architecture Turnkey Solutions

SEI is a leading global provider of institutional and private client wealth management solutions, which help professional wealth managers, institutions, and private investors create and manage wealth.

AssetMark Poised for the Future with New Ownership Structure

AssetMark, Inc., a leading provider of innovative platform, investment and consulting solutions serving financial advisors, announced today that Huatai Securities has agreed to purchase the Company from private equity firms Aquiline Capital Partners and G

SEI Selected by Centerbridge Partners to Provide Investment Operations Solutions

SEI drew on its global operating platform to provide Centerbridge with a solution tailored to its fund administration, fund accounting, middle-office and investor servicing requirements for both its private equity and credit businesses.

Biometrics and banking, access control and fingerprint technology trending this week

Morpho is presenting biometric payment technology that combines security and facility for consumers as part of a Visa Europe exhibition in Paris, France this month.

BNP Paribas embraces Silicon Valley through Plug and Play partnership

Plug and Play is currently running its third fintech accelerator programme, providing support to 23 startups bidding to change the financial services landscape.

Voice-activated Banking Comes to Your Amazon Device

Capital One's technology is a "skill" for Amazon's voice-operated Alexa service.

Bank of the West and BNP Paribas Join Strategic Partnership with Silicon Valley-Based Plug and Play, World's Largest Global Technology Accelerator

Entering a Strategic Agreement with Plug and Play's Financial Technology Innovation Platform Further Aligns Bank of the West and BNP Paribas with Forward-Thinking Technology Firms

From Wall Street Banking, a New Wave of Fintech Investors

The three top technologies were cloud, mobile and analytics, the report said.

Microsoft solidifies its blockchain-as-a-service work with new banking partnership

Microsoft is making its Azure blockchain-as-a-service offering the backbone of a new partnership with the R3 banking consortium.

Welcome to the 'Havoc' Phase of Fintech Disruption

In recent years, investors have poured money into startups, giving 152 of them vaunted "unicorn" valuations of more than $1 billion — and more than a dozen of them are in the fintech space. But now,

U.S. Federal Trade Commission Grants Antitrust Clearance for Transaction involving SS&C Technologies and Chairman and CEO William Stone

Mr. Stone was holding approximately 2.7 million non-voting shares and, under applicable law, he could not convert these shares into voting securities or acquire additional SS&C voting shares without the Hart-Scott-Rodino clearance.

Janus Capital Group, Inc., today announced the promotion of Enrique Chang to President, Head of Investments.

“The decision to promote Enrique to President, Head of Investments, is reflective of his increased responsibility in now overseeing the majority of our Janus investment teams, as well as his significant contributions to the firm over the past two a

Marketing in the Online Wealth Management Industry

Some key players in this space are Nutmeg, Wealthfront, Betterment, Vaamo and Moneyfarm.

FinTech