Managers of Wealth Americas

How Banks Are Allocating Their Tech Budgets for 2015

Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015.

BMO Financial Group Wins American Financial Technology Award

“Easy and timely access to market data is going to be critical to the financial services industry’s ability to re-invent itself in the post-credit-crisis era,” said Stephane Dubois, Xignite CEO

SEI Reveals 2015 New Year's Resolutions for Advisors

With advisors optimistic heading into the New Year, SEI today released its annual list of New Year's resolutions for advisors focused on fostering growth for their firms in 2015.

Geoff Harries takes up SS&C Technologies role

Geoff Harries has become global head of asset servicing SS&C Technologies following the acquisition of DST Global Solutions.

How a performance reporting firm largely unknown to RIAs is taking on Addepar and Advent

WealthTouch, which manages $200 billion for 300 clients, got acquired by mass-market-oriented Archway in a bid for the RIA segment

IRESS appoints Michael Lynds as Head of Product and Business Solutions

His appointment is the 9th permanent appointment made by IRESS in the last 3 months as it continues to build out its Canadian presence.

SS&C Acquires DST Global Solutions

The acquisition further solidifies SS&C’s position as the leading global provider of investment management software and outsourcing services.

Junxure Expands Relationship and CRM Integration with Advent Software

Advent's Black Diamond(SM) wealth management platform now offers an integrated experience with Junxure Cloud, Junxure's cloud-based CRM/office management solution.

Canadian banks embrace new technology to woo younger clients

Bank of Nova Scotia, for instance, launched a new app for Samsung's Gear 2 and Gear S smartwatches on Monday that allows clients to check their account balances by just swiping a finger across the screens on their wrists.

Infosys veteran & Finacle creator Mangipudi Haragopal launches financial services startup FinUNO

Mangipudi Haragopal, the man credited with making Infosys' core banking solution Finacle a globally recognised product, has founded a startup that promises "next generation" banking solutions.

Schwab's New Robo-Advisor

The company says it will not charge for the use of the software advisor, but will make money selling exchange-traded funds the software recommends.

Archway Technology Partners acquires WealthTouch

Over the past twelve years, Archway has built a strong brand known for delivering next-generation technology and exceptional client service across the private wealth management community

Archway Technology Partners acquires WealthTouch

Archway Technology Partners is to acquire WealthTouch Holdings, a provider of consolidated investment reporting services to ultra-high net worth families, family offices, wealth advisors and foundations.

SEI Named A Finalist For 2014 Industry Innovation Awards In Investment Outsourcing Category

The best fund administrator category has never been the most popular in terms of the number of entries it has attracted since its 2009 debut in the Buy-Side Technology Awards.

Middle-Office Outsourcing: Cost Certainty in an Uncertain World by Zak Hutton, SS&C

It’s that time of year again. Each fourth quarter, companies begin finalizing their budgets for the upcoming year – allocating funds and estimating expenses for various business functions and departments.

Managing Operational Risk Under AIFMD by Tom Kirkpatrick and Colin Keane, SS&C

In a recent interview with Hedgeweek, Tom Kirkpatrick and Colin Keane discussed managing operational risk.

Genpact and Lombard Risk Launch New Collateral Management Solution for Capital Markets

The collaboration between Genpact and Lombard Risk with CARDS and COLLINE addresses major cost pain points in the industry, and significantly improves margin and collateral management efficiencies with a true end-to-end solution.

Pershing Prime Services Named 'Best Prime Broker

This is the fourth time Pershing Prime Services has won an award from HFMWeek.

Advent Software Wins "Best Fund Accounting and Reporting Software" at HFM US Hedge Fund Services Awards

Advent's Geneva Recognized for Excellent Service and Innovative Product Development

Robo advice meets alternative investments

New platform aspires to be an alternatives outsource for financial advisers

FinTech