Managers of Wealth Americas

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

Growing Adoption for IEX's Latest Protective Innovation

Our approach is straightforward: build solutions which address specific market structure inefficiencies and imbalances

Ultimus Fund Solutions Chosen by Family Office Galapagos Partners to Provide Fund Administration Services for New Mutual Fund

Firm launches fund through Ultimus Managers Trust to gain operational efficiency, scalability

Fiserv wealth platform integrates with HedgeAct portal

Fiserv, Inc. a leading global provider of financial services technology solutions, announced today it has partnered with HedgeACT, based in Chicago, to deliver access to an array of hedge funds to asset managers and investors within their managed account

US Introduces Secure, Automated System To Address Tax Avoidance, Detect Hidden Bank Accounts

The U.S. Internal Revenue Service (IRS), on Monday, introduced a new system that will allow financial institutions and tax authorities in other countries to securely send reports on financial accounts held by U.S. citizens to the IRS under the Foreign Acc

BMO Launches iPad App with Integrated Access to Banking and Self-Directed Investing

Mr. Rainusso noted the benefits of providing comprehensive tablet apps given the number of people who now own tablets.

Eze Software Group Launches Turnkey Technology and Service Offering for Small Hedge Funds

Eze JumpStart helps simplify investment operations, reduce operational risk, and minimize cost

FinTech