Managers of Wealth Americas

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

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

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