Managers of Wealth Americas

Survey Says: Social Media Gaining Importance as Investment Tool

The increasing popularity in social media is playing a greater role in how professional market participants make investing decisions

Grassi & Co. launches a hedge fund administration subsidiary

GFAS will expand on Grassi & Co.'s reputation for financial and service innovation

Private Client Resources Recognized By Industry As 'Best Reporting Solution'

Private Client Resources, a leading outsourcing provider of private wealth reporting and integrated technology, has been awarded "Best Reporting Solution" by Private Asset Management magazine.

Broadridge Acquires Emerald Financial for $60 million in cash

Broadridge Financial Solutions Inc., the leading technology-driven solutions provider for financial services firms globally, today announced it has acquired Emerald Connect, LLC

Major Global Wealth and Asset Manager Invests More Than $4 Million in a Kofax Solution

Kofax Limited a leading provider of smart process applications for the business critical First Mile of customer interactions, today announced a major global wealth and asset management company headquartered in Western Europe has invested more than $4 mil

Oracle Introduces Oracle Eloqua for Wealth Management

To help wealth management organizations address these challenges and better target and engage customers and advisors, Oracle today announced Oracle Eloqua for Wealth Management.

SS&C GlobeOp is Top-Rated in Private Equity Fund Administration Survey

Firm Earns 42 "Best in Class" Ratings Across Survey Service Categories

Charles River Addresses Global Client Demand for Cloud-Based Solutions in 2013; Adds 38 New & Expanded Client Relationships

Investment firms are taking advantage of SaaS-based systems so they can simplify operations and focus on core competencies

Pershing introduces NetXInvestor portal for individual investors

Formerly NetExchange Client, the new site experience has been redesigned and rebranded as NetXInvestor to deliver a highly customized, seamless experience for investors of all generations

BNY Mellon Launches New Era in Global Payments Service Delivery

New global payments infrastructure debuts with roll-out of enhanced Euro clearing support for global clients

Gemini Hedge Fund Services opts for SunGard’s Hedge360

US-based hedge fund administrator Gemini Hedge Fund Services has chosen SunGard’s Hedge360, a front-to-back office hedge fund investment management application suite, as its platform of choice.

Citi Private Bank Selects Charles River

Citi Private Bank today announced that it has selected the Charles River Investment Management Solution as Citi Investment Management's portfolio management system, and Citi OpenAiSM as its middle-office services provider and portfolio accounting sy

Information technology consulting firm acquires NY firm for $46 million

The has made several acquisitions in the past year, including its purchase of CoreMatrix Systems LLC in October for $21.5 million, and TriTek Solutions Inc. last May for $18.5 million.

Smartphone provides catalyst of change for banks of the future

Major banks have committed to a smartphone interface and already have smartphone applications available.

Advent to deepen integration with TD Ameritrade platform

Advent believes in open architecture and deep integration between our platforms, custodians, and other third party technologies

Advent Software and Fincad forge collaboration pact

Our integration with FINCAD will significantly enhance our entire product suite

Advent Named "Best Fund Accounting Technology Platform"

Advent was honored along with other winners at Global Custodian's 2013 Awards for Excellence and 25(th) Anniversary Dinner at The Harvard Club of New York City.

Leading Wealth Management Platform Provider appoints three wealth management industry veterans

We’ve added senior resources to the sales and client relationship teams to ensure that our client service remains the best in the industry as demand

SunGard Q4 revenue flat

Fradin commented, "The strategic separation into two financially strong, independent companies will bring greater clarity and alignment to each company's mission."

Eze Castle Integration Named Finalist for FStech 2014 Technology Provider of the Year

The finalists are companies that lead the way in such areas as customer service, compliance, systems integration, outsourcing and data governance.

FinTech