Managers of Wealth Americas

FolioDynamix Partners with Interactive Data to Include Market-Q in Its Wealth Management Platform

Addition of Interactive Data’s real-time market data strengthens advisor decision-support capabilities in the FolioDynamix platform

Comarch Wealth Manager – App For the Richest

HNWI segment customers like all other ones follow the same rule: more, quicker and in the easy way.

One of America's Top 3 largest global banks goes live with AIM Software

Following a comprehensive evaluation and selection process, AIM Software were chosen. "We selected AIM due to a combination of its track record within the Wealth Management and Private Banking industry, its knowledge of our business, and its Business

2014 10 Technology Trends for Business -PwC

As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.

2014 10 Technology Trends for Business -PwC

As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.

Bonaire Enhances SaaS Offering for Asset Managers

Hosting on Broadridge's network environment provides industry leading security and reliability

How to Utilize Technology to Best Serve Investors and Grow Business - RESEARCH

Global Domain Manager for System Architecture at SimCorp, the paper is part of an on-going series of industry thought leadership, compiled and published by SimCorp.

SS&C Announces Release of CAMRA Workspace

Latest Release Delivers Superior User Experience and Powerful Capabilities

Vestmark Named 'Best Risk Management Solution in Wealth Management' by Family Wealth Report

Vestmark, a leading innovator of advisory solutions and wealth management technology, was named 'Best Risk Management Solution in Wealth Management' by the 2014 Family Wealth Report.

Family Offices Require Integrated Technology Partners To Effectively Manage Client Data

Envestnet, Inc a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, has released a white paper discussing the obstacles that single and multi-family offices face when attempting to collect

Advent Software Wins 2014 Private Asset Management Award for Best Technology Platform

Advent Portfolio Exchange(R) Recognized for Financial Progress, Growth, Client Satisfaction & Product Innovation

Asset-management titan scoops up cybersecurity firm

The firm is purchasing an 80 percent stake in the company for $150 million.

William Blair & Co. Selects Tamarac Portfolio Management Platform

Integration of Tamarac's cutting-edge Advisor View and Advisor Rebalancing applications will facilitate real-time, transparent reporting and other portfolio management efficiencies for William Blair's private wealth clients in 2015.

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.

FinTech