Managers of Wealth Americas

How Robo-Advisors Are Reshaping Investing

The growing segment of so-called robo-advisors is far more vast and diverse than the moniker suggests.

SunGard Survey Reveals Concerns That Testing of Financial Services Infrastructure Is Inadequate

The smooth implementation of upgrades or new technology is crucial in helping ensure that financial services firms can offer new or improved products and services to their customers and retain a competitive advantage.

SunGard Named Technology Provider of the Year at Americas Derivatives Awards

The award winners were announced at the gala reception and dinner on April 22 in New York.

SS&C Launches REIT Servicing Group

Servicing Group Addresses Growing Mortgage REIT Investment Accounting and Reporting Needs

Integre Advisors Selects SatuitCRM Software to Manage Institutional and Private Clients

When looking for their CRM solution, Integre Advisors was seeking a product tailored to the specific needs of their institutional investment firm where each relationship included dozens of contacts, each with different roles.

Accenture and Avanade Complete Digital Workplace Implementation at Standard Life

Accenture and Avanade have completed the implementation of a new suite of collaborative workplace technologies at Standard Life.

Bill Gates files patent to protect you from ‘Glassholes’

The “intruder analysis module” is capable of scanning digital single-lens reflex cameras

Eastern Bank Selects Infosys Finacle

Eastern Bank, the largest and oldest mutual bank in the United States, has chosen Infosys Finacle to enhance its online and mobile banking products, while also providing a platform that allows for future growth and makes banking easier for its customers.

Read This If Your Phone Runs Android

The Internet security world mobilized to tackle the Heartbleed software bug.

Capital Institutional Services goes live with SS&C Lightning TradeDesk

SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, today announced Capital Institutional Services, Inc. has gone live with SS&C's Lightning TradeDesk for its institutional trading

Citi Launches Total Touch Price on Bloomberg App Portal

Citi has launched Total Touch Price, an electronic block pricing tool on the Bloomberg App Portal at {APPS TOTAL<GO>}.

Neuberger Vet to Lead New Dynasty Tech Platform

Dynasty Financial aims to revamp its technology offerings with a new, cloud-based desktop platform initiative spearheaded by the firm’s new chief technology officer.

Bank of the West wins Monarch Innovation Award

Although Quick Balance has only been available to customers for about a year, user activity demonstrates the value of the platform.

Firms still struggling with SEFs for swaps trading says IPC survey

The survey was conducted during FIA Chicago in November last year

Bank of the West Launches Blog Featuring Financial and Economic Insights

We understand the financial complexities of today's economy and that consumers need a trusted resource to help them navigate the issues

Broadridge Introduces a New Global Collateral Management Solution

Broadridge Financial Solutions, Inc. a leading provider of technology-driven solutions for financial firms and corporate issuers globally, today announced the launch of CollateralPro

The Connection Between Technology and Profit in Wealth Management

Unrelenting competition, regulatory flux and increasing client expectations in the wealth management space are forcing wealth managers and independent advisors to develop new plans for attaining growth.

Leveraging Technology in Wealth Management Succession Planning

A good number of investment advisors in the US and Canada are reaching retirement age.

Advisor-Friendly, Client-Centric Wealth Access Prepares for Growth

Wealth Access, Inc. a leading financial services technology company that allows individuals, advisors and family offices to intelligently manage wealth, today announced the expansion of their team, hiring Gene Reese as Chief Product Officer.

SunGard Introduces Upgrades For Investran 7

Investran's new solutions will help improve growth and performance by empowering front and middle-office personnel with investment performance data, historical trends, and analysis.

FinTech