Managers of Wealth Americas

SS&C Technologies to Buy Advent Software

SS&C Technologies Holdings Inc. has agreed to buy fellow financial-services-software provider Advent Software Inc. for about $2.4 billion.

Albert Fried Adopts SS&C’s Global Wealth Management Platform

The New York-based broker will deploy the web-based solution for its boutique prime brokerage.

Advent Delivers Next Generation Investor Experience for Its Black Diamond® Wealth Management Platform

New Investor Experience Brings an Enhanced Level of Communication Between Advisors and Their Clients

TD Ameritrade Launches Veo One Platform

Firms can spend less time operating software and more time building their business

First National Bank selects IBT core banking platform

IBT, Inc., a leading provider of cutting edge banking applications, announced today that First National Bank of Eagle Lake, Texas has signed with IBT to replace its core platform.

What New Tech Trends Mean for Advisors

While many advisors and firms have embraced technology, the industry still has some catch-up work to do.While many advisors and firms have embraced technology, the industry still has some catch-up work to do.

Advisor Software Names Erik Jepson Chief Customer Officer

Our next-generation cloud platform allows financial professionals to deliver fully-customizable wealth management solutions for tomorrow's marketplace today

SS&C to buy rival Advent Software?

Advent and SS&C compete in the US and around the world in the wealth, investment, asset, portfolio and fund management software space. It is understood that Advent was pondering a sale in 2013, but changed its mind following a strategic review, having

Will 2015 See The Death Of The Robo Advisors?

If 2014 was the year that robo advisors came of age, then we’ll probably look back at 2015 as the year the traditional asset management industry fought back.

American Millennials Will Step Up Use of Non-Traditional Banking Services This Year

32 percent of Millennials expect to use mobile wallets this year, more than half intend to use alternative payment services and 23 percent are considering a peer-to-peer loan

CIBC Ranked Top Canadian Bank for Online Banking Functionality

The highest overall ranking for security and privacy, with features such as one-time pass codes for key security tasks.

Pershing courts digital wealth managers

Online broker says it can help advisers attract and keep younger clients

Calypso appoints President

Calypso Technology names Pascal Xatart as president.

Oracle Faces Demands From Pension Funds for Better Governance

The funds said they published the letter after four years of unsuccessful attempts by shareholders to talk with Oracle management about governance.

Chinese Internet Leader Renren Invests $40 Million in Motif Investing

Renren Founder, Joe Chen, and Former Goldman Sachs, Boston Consulting Group Executive, Carl Stern, Join Board of Directors

Eagle Investment Systems names new CEO

He has more than 25 years of experience in the development, sales, implementation and support of software solutions for the financial services industry.

Webster Bank offers use of Touch ID technology

More than a third of the bank's customers access their accounts through smartphones

Russell Investments and Integral launch comprehensive execution service for institutional investors

Novel end-to-end foreign exchange (FX) trading solution leverages Integral’s InvestorFX™ technology

FolioDynamix Selects Morningstar Portfolio Tools for Its Wealth Management Technology Platform

Addition of Morningstar's portfolio analysis and comparison tools further enhances the robust investment proposal generation capabilities of the FolioDynamix platform

Bank uses phone app to replace ATM cards

To make the cardless-cash transactions possible on existing ATMs, the Wintrust machines are being outfitted with software from FIS

FinTech