Managers of Wealth Americas

Metro Bank uses cloud to go 'paper free' and ditches desk phones for Lync

The use of cloud-hosted and off-the-shelf software, together with tablets, has helped Metro Bank become an almost paper-free business.

FiNet President: Wells Fargo ‘Loves Our Growth Story’

The bank's independent advisors now number 1,250 and have assets of $85 billion

WealthCloud Wins Best CRM System

WealthCloud was awarded "Best CRM System" at the 2nd Family Wealth Report Awards 2015.

Ledgex Systems Unveils Client Relationship Management Solution

Ledgex Systems, a leading provider of portfolio management, liquidity management, research management and investor relations software for financial firms, today announced the launch of its stand-alone Client Relationship Management solution

New ATM technology coming to New Mexico

She said the bank chose the New Mexico location to support the teller machines in the Mountain and Pacific West.

Bank of America tech team playing copycat with Facebook, Amazon

It's a strategy BofA hopes to follow.

Banks struggle to keep up as cybersecurity risks increase

This has focused the attention of most businesses on the concept of cybersecurity, a topic that we’ve written about here on IPWatchdog in the past.

Nationwide selects Markit thinkFolio

As part of this initiative, thinkFolio will support Nationwide for enhanced portfolio management trade generation and compliance.

U.S. Bank Latest Owner-Member Of Clearxchange

This makes clearXchange the largest bank-focused P2P network reaching 100 million online banking customers and 50 million mobile customers.

Listed US tech provider bribed Oz bank worker say cops

IT exec cuffed in Sydney amid allegations of corruptly avoiding tender

Robo-Advisers Are Marching Into the Wealth-Management Industry

But they're now under siege from well-funded startups that offer a wide array of advisory services at a low cost thanks to broad use of automated functions.

Is There Technological Turmoil In The Financial Services Industry?

Traditional financial service providers could see $4.7 billion in annual revenue migrate to online innovators

Wall Street Firm Develops New High-Speed Algorithm Capable Of Performing Over 10,000 Ethical Violations Per Second

Going forward, I expect this revolutionary program to be the cornerstone of our business

Interactive Data's Market-Q Solution Now Available via FolioDynamix Wealth Management Platform

Real-Time Market Data Integration Strengthens the Overall Advisor Decision-Support Capabilities of the Award-Winning FolioDynamix Platform

Broadridge Launches Service for Financial Institutions Transitioning from SWIFT Accord

Service offers seamless transition of trade confirmation matching ahead of SWIFT’s planned retirement of Accord services in 2017

IBM looks at adopting bitcoin technology for currencies

The objective is to allow people to transfer cash or make payments instantaneously without a bank or clearing party involved

SS&C reports 35 new Canadian contracts in 2014

SS&C Serves More Than 350 Canadian Investment Management Firms With Its Software, Market Data and Services

Envestnet | Tamarac Rings in 2015 with a Record Year

More Than 800 Independent RIA Firms Utilizing the Advisor Xi Platform, Collectively Managing Over Half a Trillion Dollars in Assets

Citi to Launch Banking App for Apple Watch

Direct, password-free access to account information on the Apple Watch and iPhone is enabled by Citi Mobile

Innovest Named One of 20 Most Promising Banking Technology Solution Providers of 2015

CIO Review has named Innovest one of 20 most promising banking technology solution providers of 2015.

FinTech