Managers of Wealth Americas

Ziegler Wealth Management Selects FolioDynamix

FolioDynamix will be deployed as a turnkey asset management platform, replacing legacy technology and providing Ziegler with the foundation to grow its wealth management business.

Automated reconciliation reduces asset managers' operational risk - SS&C

There is also a significant amount of data involved in reconciliations and a failure to manage it accordingly through seamless processes can result in major operational risks.

5 firms, 6 emails / Electronic chat transcripts that cost billions

Emails, telephone calls and electronic chats were a crucial part of the damning evidence

BNY Mellon's Albridge Announces the Integration of Albridge Wealth Reporting into LPL's Vendor Affinity Program

Through our single sign-on interface, we have strong integrations with nearly 50 of the leading technology solutions in the marketplace.

Robo-advisors on the march, says Deloitte

Deloitte believes the wealth management industry is likely entering a period of significant disruption.

Hacking Victim JPMorgan Chasing Cybersecurity Fixes

No dates of birth, Social Security numbers or account numbers were compromised in last year's attack

Bank CIOs Increasingly See Themselves as Change Agents

That view emerged clearly in an online survey SourceMedia's research unit fielded in July.

SS&C plans Evansville, Indiana expansion

Move underscores SS&C's growth in provision of cloud software and services

Cometh the Digital Bank

The only banking activity that is digital is taking money out of clients’ accounts, which is performed in real-time with 100% consistency.

Goodbye Wall Street, Hello Silicon Valley

Blackstone finance chief Laurence Tosi is latest to head west

AIM Software Appoints Ian Grow to Bolster Growth in North America

Grow will play a key role in supporting and expanding the AIM Software's customer portfolio in North America, leveraging AIM Software's success in the region.

Wells Fargo to Implement SEI Wealth Platform

SEI Extends Long-Term Relationship With Wells Fargo

JetSmarter Raises $20 Million

Fast-Growing Digital Travel Platform Continues to Democratize the Private Aviation Industry

Newark Is Tapped for Tech Venture Fund, Accelerator

Newark Venture Partners and Newark Venture Accelerator expect to start accepting startups in October

Advent’s Geneva: Building for the Future

I want to take a moment to echo Pete Hess’ sentiments of enthusiasm and hope for our future as part of SS&C, and reaffirm our commitment to Advent’s Geneva. We truly believe in our shared future and are committed to delivering on our promi

America's smartphone obsession extends to mobile banking

We recognize how essential smartphones are to everyday life and banking is no different

FIS Provides Win-Win for INTRUST with Expanded Trust & Wealth Management Technology & Operations Relationship

Those efficiencies – particularly when paired with FIS’ industry experience – have enhanced traditional trust operations, allowing firms to consolidate technology and streamline operations.

SS&C’s Advent Selected as 'Best Accounting System Provider'

For over 25 years, Geneva has been recognized throughout the hedge fund industry

SS&C GlobeOp's Hybrid Fund Services Group: An Introduction

The new group will be led by George Schnell, Vice President of SS&C GlobeOp

Vanguard Robo’s $4B Surge a Threat to Others

Assets at the Vanguard Personal Advisor Services platform soared in the second quarter, going from $17 billion as of March 31 to $21.2 billion as of June 30, RIABiz reports.

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