Managers of Wealth Americas

Private Client Resources Nominated For Seven Private Asset Management Awards

PCR was awarded "Most Innovative Private Bank Provider".

Regions Bank Introduces Integrated Wealth Management Platform

“As we continue to expand our wealth management solutions we are pleased to introduce the latest in portfolio management and technology to help our clients meet their financial goals.”

Absolute Wealth Launches New Website Design

AbsoluteWealth.com, the industry leading financial information site, has revamped its online presence in anticipation of more changes.

Wealth-X Launches Wealth-X Professional For iPad

Designed to give business development and client management executives access to the intelligence and functionality of Wealth-X Professional while they are on the move, the application represents another milestone in Wealth-X's mission in enhancing t

Fund Administration Technology Comes of Age in 2013, Predicts Confluence

Growth in Cloud Computing and Financial Services Technology Leads to Greater Customization and Delivery Speed

The Investment Book of Record: One Version of Truth from Front- to Back-Office - RESEARCH

The paper tackles the problems associated with fragmented position-keeping across the trade lifecycle.

Paladyne appoints global sales head

"Since Paladyne was acquired by Broadridge we have significantly expanded our product offering and account coverage, and are extending into adjacent markets beyond the hedge fund community."

FolioDynamix selected by Cambridge Investment Research, Inc.

Leading independent broker-dealer firm to deploy FolioDynamix proposal generation, investment modeling, trading and reporting solutions with overlay management

SunGard Acquires XcitekSolutionsPlus, LLC

XSP offers a range of deployed, hosted and SaaS-based solutions that help automate the corporate actions processing lifecycle

Fiera Capital Selects Eagle as Enterprise Platform

Fiera Capital announced its acquisition of Natcan in April 2012

Northern Trust Appointed by Bridgewater Associates for Hedge Fund Servicing

We welcome this important strategic relationship with Bridgewater Associates

SunGard Tops Risk Magazine's 2012 Technology Ranking with Ambit Asset and Liability Management

The awards seek to identify the best product offering based on functionality, usability, performance, return on investment and reliability in a wide range of categories.

Raymond James Takes Advisor Sites Mobile

The mobile app, whether accessed through an advisor’s website or directly, provides our on-the-go clients the information they need to track their investment portfolios and market information

Orion hauls down nearly $2 billion of accounts from two Advent clients

Orion Advisor Services LLC finished off a hot year on a high note — with big help from its investment in building its own bridge to Salesforce Galactica.

Leading wealth management solutions firm changes hands

eXimius is a robust relationship-centric portfolio management, modeling and reporting platform

Canadian wealth manager to deploy asset allocation and risk management platform

WCPC is the first Canadian wealth manager to deploy the platform.

Centralized Position-Keeping to Drive Investment Performance

TabbFORUM sits down with SimCorp to address the importance of a single authoritative source of ‘truth’ to support the buy-side’s investment strategy

Royal Bank ranked best online banking site for 3rd year in a row

The survey ranked Canada's five biggest banks as the financial institutions with the best banking experiences.

Interactive Brokers Launches Electronic Marketplace for Advisors

The first fully electronic forum designed to connect Wealth Managers and Money Managers.

DST Global Solutions launches iPad App

The app, called 'DST IMS', is now available as a free download from the iTunes App Store.

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