Managers of Wealth Americas

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

Mirae Asset Global Investments Focuses on Helping Financial Advisors Navigate the Emerging Markets

The new website introduces a content-rich digital platform with tools and resources to help advisors navigate the emerging markets.

Advent Named Leading Margin Management Provider

"Advent has a longstanding reputation for bringing innovative solutions to the market and Syncova is yet another great example," commented Rod Sparks, publisher of The Hedge Fund Journal.

The IPO Market For Billion-Dollar Tech Companies Is 'Disappearing'

He cites Box and Square as examples of companies that have delayed their IPOs because they were losing so much money and didn't want to withstand the scorn investors' would have thrown at their red ink.

Acquisition of Reliance Financial Corporation Supports FIS Focus on Wealth Management

The resulting combination will bring together two industry leaders with deep domain expertise and create a full-service wealth management and retirement offering encompassing technology, selective operational functions, full back-office operations outsour

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