Managers of Wealth Americas

Technology is Invading Banking: Which of These 2 Banks Will Prosper?

The banking industry is changing and in no area has this become more apparent than in how customers interact and communicate with their bank.

Vestmark Recognized for 2014 Bisa Technology Innovation Award

Launched in May of 2013, VestmarkONE Advisor provides financial advisors with a single platform to manage all fee-based advisory accounts and easily monitor their entire book of business.

Advent Receives Top Honors

"Our continued enhancements to the depth and breadth of our solutions for the alternatives market are a demonstration of Advent's ongoing commitment to the industry.

SS&C to Host 'A Conversation With Bill Stone, CEO and Chairman' Event in Hong Kong

SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, today announced they will host an event featuring a conversation with CEO, Bill Stone in Hong Kong on 12, March 2014.

SEI Expands Its Regulatory Solution to Ease the Pain of Escalating Requirements

Addressing a rising global tide of regulation aimed at private fund and traditional fund managers alike, SEI has expanded the regulatory component of its operating platform, adding technology and process enhancements that enable managers to streamline the

SimCorp Dimension gets upgrade

The enhancements will provide SimCorp Dimension front office users ready access to risk and performance figures for calculations, which both automatically update when investment parameters are changed.

Using Performance Analytics to Attract and Retain Clients by Phil Banas

Today's marketplace provides investment firms with a wide range of asset classes to help them to manage money effectively.

Securities Service Network Selects FolioDynamix Wealth ManaPgement Technology

Leading independent broker dealer to rollout FolioDynamix full wealth lifecycle technology supported by overlay management and turnkey advisory services

FinaMetrica Shortlisted for Family Wealth Report Awards 2014

Showcasing 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals, which the prestigious panel of judges deemed to have &

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

FinTech