Managers of Wealth Americas

Wellesley Bank launches website in simplified Chinese

A version of Wellesley Bank’s website is now available in simplified Chinese

wealth management platform 'Best Client Reporting Solution'

Our focus has always been on providing our clients a great experience

itBit Banks $25M And Secures New York Banking License

The bitcoin exchange, announced it was granted an official business license from New York State’s Department of Financial Services

Envestnet Acquires technology company

“Advisors we serve have been requesting a tightly-integrated platform where financial planning flows seamlessly into investment planning and ongoing management on a single platform,” said Jud Bergman, Chairman and CEO of Envestnet.

BizEquity Launches New 'Advisor Office' Service

BizEquity Advisor Office will be launched and showcased simultaneously at the Envestnet Advisor Summit in Chicago and the inaugural eMoney Advisor summit in California.

Goldman Sachs Group to Introduce Digital Banking Services

Goldman Sachs will now be lending to small businesses and customers

Goldman to Emphasize Digital Banking Services

Harit Talwar to lead effort to use technology to lend to consumers and small businesses

Northern Trust Enhances Insurance Accounting and Regulatory Reporting Capabilities

Northern Trust announced today that it has selected the SAP® Financial Asset Management application to provide clients with more flexible, state-of-the-art solutions to support current and future needs

Wealth-X Gains Rich, World-Class Sales Compensation Process with Xactly

Capital Intelligence Firm Bridges Global Gaps with Xactly

Deutsche Bank Tech Chief Overhauls 145-Year-Old Global Giant

Hammonds, who has been with Deutsche a year and a half, is a mechanical engineer by training

Vanguard Rolls Out New Robo-Hybrid Advisor Service With $17 Billion In Assets

Vanguard is in the process of transitioning clients of Vanguard Asset Management Services (AMS) – an existing wealth management, trust, and estate planning services – to the new Personal Advisor platform.

Smartwatch 101: Bank apps at the flick of a wrist

Gone are the days when you only used your watch to tell the time, as a new wave of technology has hit the market dubbed “smartwatches”.

Shock as death announced of Dave Goldberg, husband of Facebook COO Sheryl Sandberg

SurveyMonkey CEO and husband of Facebook Chief Operating Officer Sheryl Sandberg, Dave Goldberg, died unexpectedly on Friday night, his brother wrote in a Facebook post on Saturday.

Mobile Payments' Retail Investment and the Value Chain

With everyone focused on the consumer, the new study — coined 2015 Global Payments Insight

Cetera Broadens Practice Growth Service

The Pentameter platform, first launched by First Allied last June, starts with an advisor-facing reporting dashboard

Bank IT Budgets Set For Strong Growth

An exciting year lies ahead for IT spending in global retail banking. Budgets are set to rise in 2015, with a focus on digital, according to the latest research from Ovum.

Digital Insight enables Touch ID functionality in mobile banking apps

Digital Insight, an NCR company and leader in digital banking solutions, announced it is providing Touch ID functionality for mobile banking applications to its financial institution customers

Accenture Named Global Systems Integrator Partner of the Year by Qlik

Our collaboration with Accenture offers clients the capability to harness the value from their data

CMIT Solutions-Boston has been acquired by PC Network Services

Headquartered in Allston, MA, CMIT Boston provides the highest quality IT management and consulting services to companies ranging from 5 to 400 employees.

Design Is The New Differentiator In Mobile Banking

As understanding of basic mobile banking applications increases and the differentiation between mobile banking apps becomes less defined, the importance of mobile design takes center stage. The key is to combine functionality with simplicity.

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