Managers of Wealth Americas

DST launches advanced version of Anova

“We’re witnessing increased demand from asset and wealth management firms to modernize their current performance measurement and attribution systems," said Webb.

McGladrey Wealth Management Selects Advent's Black Diamond Platform

Its wealth management division, McGladrey Wealth Management, provides investment advisory services, financial planning, and other wealth management services to individuals and businesses.

Pershing Adds Silanis e-SignLive E-Signatures to Broker-Dealer Solutions

Silanis Technology, a leading electronic signature provider, today announced that Pershing LLC, a BNY Mellon company, has approved e-SignLive™ electronic signature service for use by any broker dealer firms looking to complete and process digital fo

8 Financial Services 2014 IT Salary Trends

Technology pros in banking and securities continue to see their salaries rise, but workers are looking for training, flexibility, and job security as well.

Salesforce.com Introduces Salesforce1 for Financial Services

sforce.com unveils lead and referral engine for retail banking as the first in a series of transformational financial services solutionsDeloitte Consulting LLP and nCino join the Salesforce1 for Financial Services

Merrill Lynch launches technology-driven retirement tools

Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients

SunGard Identifies Global Trends Driving Adoption of Managed Services Across the Financial Services Industry

Regardless of the size, type and location of a financial institution, many firms will underpin business strategies with managed services models to help address the complex and wide ranging challenges facing the industry.

Addepar raises $50 million to help wealth managers track investments

The new round of financing was led by David O. Sacks and venture-capital firm Valor Equity Partners. Sacks, PayPal's former operating chief, will join Addepar’s board.

SunGard Launches Hedge360 Risk Reporting Service for Hedge Funds

SunGard announces the launch of its Hedge360 Risk Reporting Service which provides hedge funds with independently validated data and analytics to help meet investor demand for due diligence and high-quality risk management strategies.

Addepar Raises $50 Million for Wealth-Management Dashboard

The company shares its pedigree with Palantir Technologies

Advent Software boost Board of Directors

He holds a bachelor's degree in Finance and Information Systems

SAGE SA’s Prospero solution still 2nd best-selling private banking software

Based on the January-December 2013 sales of all software vendors surveyed by IBS Intelligence, SAGE SA’s Prospero is still the 2nd best selling software in the private banking space.

Banking regulators hire math geeks of their own

The efforts of Lo, a pioneer in his field, are part of an unprecedented push at the OCC

Royal Bank of Scotland ordered to stop using unlicensed software

Given one year to replace "core" system.

Objectway Financial Software sees increased demand for its eXimius Software as a Servic

Objectway doubles its small-to-medium-sized business customer base in six months thanks to its eXimius Software as a Service (SaaS) offering for portfolio management & decision support

Juniper Networks to Build a Global Next Generation Enterprise Data Center Network Infrastructure for UBS

Juniper Networks the industry leader in network innovation, today announced that global financial services firm UBS has selected the company to build a next generation enterprise data center network infrastructure.

ObjectWay inks deal with wealth management software firm

Initiative will bring the OFS eXimius Portfolio Manager solution to the markets served by IPBS

Envestnet Reports First Quarter 2014 Financial Results

“Envestnet enables the transformation of wealth management. We believe our leadership in wealth management technology and services is improving how wealth management is rendered, and empowering advisors to deliver better outcomes for their clients,&

FIS Selected by Jefferies as Strategic Technology Partner

FIS announced today that, after an extensive analysis of ways to increase its operational efficiencies, Jefferies LLC has selected FIS as its strategic technology partner in delivering IT services to the firm.

Iridian Asset Management mandates SEI

As Managers Distribute Strategies More Globally, Service Providers Help Them Meet Evolving Operational and Reporting Requirements

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