Managers of Wealth Americas

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

Pershing introduces NetXInvestor portal for individual investors

Formerly NetExchange Client, the new site experience has been redesigned and rebranded as NetXInvestor to deliver a highly customized, seamless experience for investors of all generations

BNY Mellon Launches New Era in Global Payments Service Delivery

New global payments infrastructure debuts with roll-out of enhanced Euro clearing support for global clients

Gemini Hedge Fund Services opts for SunGard’s Hedge360

US-based hedge fund administrator Gemini Hedge Fund Services has chosen SunGard’s Hedge360, a front-to-back office hedge fund investment management application suite, as its platform of choice.

Citi Private Bank Selects Charles River

Citi Private Bank today announced that it has selected the Charles River Investment Management Solution as Citi Investment Management's portfolio management system, and Citi OpenAiSM as its middle-office services provider and portfolio accounting sy

Information technology consulting firm acquires NY firm for $46 million

The has made several acquisitions in the past year, including its purchase of CoreMatrix Systems LLC in October for $21.5 million, and TriTek Solutions Inc. last May for $18.5 million.

Smartphone provides catalyst of change for banks of the future

Major banks have committed to a smartphone interface and already have smartphone applications available.

Advent to deepen integration with TD Ameritrade platform

Advent believes in open architecture and deep integration between our platforms, custodians, and other third party technologies

Advent Software and Fincad forge collaboration pact

Our integration with FINCAD will significantly enhance our entire product suite

Advent Named "Best Fund Accounting Technology Platform"

Advent was honored along with other winners at Global Custodian's 2013 Awards for Excellence and 25(th) Anniversary Dinner at The Harvard Club of New York City.

Leading Wealth Management Platform Provider appoints three wealth management industry veterans

We’ve added senior resources to the sales and client relationship teams to ensure that our client service remains the best in the industry as demand

SunGard Q4 revenue flat

Fradin commented, "The strategic separation into two financially strong, independent companies will bring greater clarity and alignment to each company's mission."

Eze Castle Integration Named Finalist for FStech 2014 Technology Provider of the Year

The finalists are companies that lead the way in such areas as customer service, compliance, systems integration, outsourcing and data governance.

Investment management industry hindered by ‘inflexible’ portfolio management systems finds new white paper

Effective management of data required to produce IBOR is ‘out of reach’ for nearly one-third of investment managers

Your iPhone prevents you from getting a good night's sleep

You probably know the feeling of drifting off to sleep, only to detect through heavy eyelids that the bedroom has suddenly lit up

Advent Software Reports Fourth Quarter and Full Year 2013 Results

Company Achieves Record Quarterly Revenue of $97.6 Million, up 6% and Record Operating Cash Flow of $36.7 Million, up 12%

Broadridge Appoints Industry Veteran as President of Expanded Investment Management Business

We help our clients globally trade all asset classes, allowing them to focus on generating alpha and raising capital

FolioDynamix Adds Full-Scale Tax Optimization to Its Wealth Management Platform

The tax implications of investment decisions are becoming increasingly more important

FinTech