Managers of Wealth Americas

Former SS&C Technologies Director Takes Helm at Netage Solutions and Dynamo™ Platform

The rapid pace of development and innovative ideas have promoted Netage to a premier tier as a provider in the alternative assets industry

Bahamas Wealth Management Software Developer's 'Major Asia Breakthrough'

A Bahamian software developer has made a “huge breakthrough” by winning its first Asian financial services client, and is already “pushing” for more.

Eagle Helps Clients Address Regulation, Risk Management with LEI and Cleared Swaps Support

Eagle Investment Systems have announced that the most recent release of its portfolio management platform supports regulation for legal entity identifier and recent cleared swap requirements from the Dodd-Frank legislation.

SEI to provide operational outsourcing for Duet hedge fund family

To help manage the firm’s funds through flexible, transparent, and aggregated views of its data

46% Of Employees Admit To Bypassing Security To Get Their Job Done

Meanwhile, 40% admitted that if they were breached no one would notice

SS&C Marks One Year Anniversary of Acquisition of PORTIA

SS&C Technologies has announced the one-year anniversary of its acquisition of PORTIA, a leading middle-to-back office platform enabling investment managers to track and manage the day-to-day activity in investment portfolios to support global account

State Street updates financial reporting and collateral management products

To help manage counterparty risk, the US Dodd-Frank legislation enables collateral to be held by independent third-parties such as State Street.

Broadridge Q3 in line

"Our sales pipeline remains robust and our client revenue retention rate remains high at approximately 99%."

SS&C Technologies Reports Record Q1 2013 Results

Our software-enabled services business continues to grow, up 110.2 percent over the same period in 2012.

Broadridge Launches SWIFT Global Electronic Trade Confirmation Solution

Enables brokers to automate buy-side services and increase post-trade operational efficiency

Advent Software Q1 Profit Rises, Reaffirms FY13 Revenue Outlook

Company Achieves Record Profits and Strong First Quarter Bookings of $8.7 Million

SunGard Receives Top Honors in the 2013 Sell-Side Technology Awards

The Sell-Side Technology judges chose SunGard as sell-side technology provider of the year based on the strength and breadth of the Company’s technology solutions for sell-side firms.

Google searches can predict stock markets, study finds

Google Trends

GBST Syn~ Continues Global Rollout, Raymond James Becomes First Direct US Client

In its ongoing commitment to the North America region, Liz Bevan will take up the newly created position, CEO North America in the company's New York office.

Raymond James receives Innovation Award

New award recognizes leadership in the advancement of the financial industry’s products, services and platforms through technology innovation.

SEI Adds Rothschild Asset Management To Fully Integrated Collective Investment Trust Solution

Strategic Partnership Demonstrates the Company's CIT Leadership as Managers Seek Expansion within U.S. Retirement Market

Envestnet to Acquire Prudential Wealth Management Solutions

Prudential WMS has more than 30 years of experience helping financial services firms develop and enhance their wealth management offerings.

Fiserv Adds New Features to its Unified Wealth Platform

The enhancements are designed to benefit home office advisors, operations professionals and advisors with discretion over client assets

SS&C Announces Major Release of Its SS&C PORTIA Investment Operations Platform

New Enhancements Provide Immediate Visibility Into Tasks and Optimize Workflows

InvestEdge Named Best Technology Platform

InvestEdge was honored to receive the 2013 award, having competed with a group of top-performing investment platform providers

FinTech