Managers of Wealth Americas

Alter Domus selects Thomson Reuters FATCA solution

Thomson Reuters FATCA solution provides Alter Domus with client identification and on-boarding for FATCA legislation compliance.

Closing the Door on Cyber-Security Threats by Lisa McLaughlin, SS&C Technologies

You don’t need to be a cyber-security expert to realize that threats to the security and integrity of information systems are at an all-time high, and are only going to increase.

Morgan Stanley Wealth Management Awarded Patent for Innovative Manager Research/Scoring Tool

Morgan Stanley Wealth Management announced today that it has received a patent from the United States Patent and Trademark Office for a manager research screening and scoring tool developed by the Firm’s Consulting Group Investment Advisor Research

Merrill's New Advisor Platform Sees Early Success

Early markets at almost 100 percent adoption of new Merrill Lynch One platform

Premier Hedge Fund Analysis and Research App for iPad launched

Risk-AI Fusion is the first ever, practical software for risk analysis of hedge funds for iPad.

FIS Completes Acquisition of Reliance Financial Corporation

The market continues to demand a full-service trust operations BPO solution and this acquisition demonstrates FIS' commitment to meeting that need

Chatham Financial Expands Regulatory Services Ahead of Major EMIR and AIFMD Deadlines

Management Directive and the European Market Infrastructure Regulation (EMIR). Compliance with the new requirements presents significant challenges for the asset management industry, as funds will soon be required to value assets, debt, and derivatives i

GBST Syn~ Goes Live at Raymond James

Raymond James Gains Additional Visibility Into Its ECM Business and Improves STP Rates by Implementing GBST Syn~

SS&C’s whitepaper highlights why now is the time to invest in technology to enable growth and performance

Whether a system is “legacy” is not the relevant question – asset managers should instead ask whether their operations solutions can support growth and globalization

Broadridge Investment Management Solutions Unveils New Mobile, Web-Based Reporting Tool

Broadridge Financial Solutions, Inc. today expanded its set of dynamic, cutting-edge solutions for the buy side with the launch of Report Manager.

SEC suspends trading in tech firm with no assets or revenues valued at $4.7bn

Shares in social network Cynk Technology, which has one employee and no working phone number, have surged 24,000pc

Pershing Announces the Next Generation of its Block Trading and Rebalancing Tool for Advisor-Directed Programs

Streamlined features bring advisors a new level of scalability, operational efficiency and transparency

BMO Global Asset Management Realizes Significant Gains with SimCorp IBOR

The IBOR's ability to support exposure and performance measurement in near real-time is a key differentiator for institutional asset managers

Redhawk Wealth Advisors Partners with AdvisoryWorld to Enhance Tool-Set for Advisors

SCANalytics is an intuitive application that features seamless integration with leading portfolio management

Hedge fund cyber-attack was not real, admits BAE Systems

We sincerely apologise for this inaccuracy

FolioDynamix Releases Version 7.2 of FDx Singlesight™ Unified Wealth Management Technology Platform

The Version 7.2 release includes a series of new enhancements designed to give investment advisors deeper performance analysis capabilities and tools to optimize cash management.

How Wearables Could Shape Financial Services

Five years from now, there will be a broad use of wearable tech

Wealth management on verge of tech change

It’s more than regulatory costs that are clouding financial advisor futures

Industrial Alliance Leverages Eagle Accounting Solution

The organization now uses Eagle Accounting to address its multi-basis accounting, including International Financial Reporting Standards (IFRS) and U.S. statutory reporting, while leveraging Eagle Analytics to simplify valuation and calculation of analytic

One of the World's Largest Banks Adopts SOFTPRO's ESignature Software for Its Mobile, New Account Opening Process

The demand for technology that advances the digital bank transformation has increased.

FinTech