Managers of Wealth Americas

Orchard Platform Announces Partnership With Duff & Phelps

Online direct lending, also known as marketplace lending, allows borrowers to apply online for loans

Advent Software, Inc. (ADVS) Seeks Growth By Displacing Older Solutions

He says the space remains very fragmented, and he sees an opportunity for Advent to grow by displacing older solutions on the market.

Wedbush Securities Announces Relationship with Bitcoin Trading Platform, Buttercoin

Buttercoin provides a reliable domestic Bitcoin marketplace that is foundational to the US Bitcoin ecosystem and offers users an easy, safe, and fast trading experience.

Evolving to Digital Bank Model Could Drive 5.6 Percent More Profitability for Banks

Explosion in Customer Adoption of Technology Increasing Expectations of All Age Groups

Misys brings FusionBanking mobile banking tech to US market

Misys, the leading financial software company, today announces the launch of its digital channels solutions to the US market - based on a Software-as-a-Service model.

State Street and FNZ to deliver enhanced personalised wealth administration

This combined solution will bring together FNZ’s global platform technologies and State Street’s custody and asset servicing capabilities to provide a range of personalised wealth administration services via a master platform service. These wi

Eagle Wins “Best Outsourcing Provider to the Buy Side” at Buy-Side Technology Awards

Eagle Investment Systems LLC, , a BNY Mellon company and leading provider of financial services technology, announced it has won “Best Outsourcing Provider to the Buy Side” as part of the Buy-Side Technology Awards 2014.

Robo-Advisor 3.0: A Family Office For Everyone

Today we are witnessing the emergence of Robo-Advisor platforms.

New SimCorp Coric Upgrade Equips Client Services with Self-Service Client Reporting Tools

Latest version of SimCorp Coric shortens the process and cuts the cost of preparing pitchbooks and client meeting packs for wealth and asset managers.

Drive Mobile Banking Adoption by Focusing on Three Key Areas Says Fiserv White Paper

Analysis shows that successful financial institutions have mobile adoption rates of at least 40 percent of their online banking base

A money manager with a pay-what’s-fair fee structure

Investors often gripe about the fees that financial advisers charge, especially since they’re stuck with the bill no matter how their portfolios perform.

New SimCorp Coric Upgrade Equips Client Services with Self-Service Client Reporting Tools

Latest version of SimCorp Coric shortens the process and cuts the cost of preparing pitchbooks and client meeting packs for wealth and asset managers.

Eze Software Group Named Best Buy-Side Technology Provider

The 8th annual Buy-Side Technology Awards recognize industry-leading technology solutions and service providers, evaluated by a panel of seven industry experts including five buy-side focused technology consultants and two Buy-Side Technology editors.

How Online Banking Evolved Into a Mainstream Financial Tool

It might be surprising to learn that online banking has actually been around since the early 1980s.

Charles River Wins “Best Buy-Side Compliance Product”

It is the latest in a series of industry awards for Charles River that includes: Wall Street Letter Institutional Trading Awards 2014, “Best OTC Derivatives Trading Platform;” WealthBriefingAsia Singapore Awards 2014,

SS&C Announces Executive Promotions to Strengthen Private Equity and EMEA Alternative Assets Teams

SS&C Technologies has announced key executive promotions to further extend its focus and capabilities in both its private equity software and fund administration services businesses.

New Interactive iPad App Helps Advisors Build Stronger Client Relationships

The app, which is the latest solution from Tamarac that advisors can use to further their engagement with clients, can be custom-branded for Registered Investment Advisors (RIAs) by Tamarac and placed in the Apple Store for those firms' employees and

How Financial Advisors Can Adjust To Robo-advisors

The growing popularity of online investment advice platforms, otherwise known in the industry as “robo-advisors," are keeping many a financial advisor on edge, wondering if they will slowly lose much of their business to an algorithm.

Digital transformation in corporate banking

The financial crisis pushed an envelope of change through the financial markets, as well as other industries, and provided a catalyst for radical reforms to regulation, technology, approaches to risk, internal operating models and internal client demands.

The Carlyle Group To Acquire Dealogic

Dealogic Management and Founders Will Partner in Transaction with Carlyle and Coinvestors Randall Winn and Euromoney

FinTech