Managers of Wealth Americas

Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending

Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition

ECS Receives Top Workplaces Award From The Washington Post

Employee responses earn the IT solutions provider its sixth Top Workplaces award

BlackRock Bitcoin ETF Prospects Boost Institutional Investor Sentiment

BlackRock’s ETF gambit is significant news, but not enough to tip institutional investors back into crypto funds.

Virtusa Corporation partners with Icon Solutions

The Icon Payments Framework is a low-code, cloud-native, open-source framework that can be used by banks to create their own payment processing solutions.

Volante Technologies unveils Embedded Preprocessing forging the fastest path to banking payments innovation

New solution enables banks to adapt swiftly, build loyalty, and grow their payments business while enriching their customer service

Payments Canada further delays launch of real-time payment system

The RTR is part of a multi-year modernisation of Canada’s payments infrastructure.

Technology: Friend Or Foe During A Recession?

Security, all things AI and the cloud will remain immune from recessionary pressures as the business benefits were proven during the pandemic and helped deliver a competitive advantage.

OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions

"We are excited to support OneVest on their mission to provide full stack WealthTech solutions to the financial services ecosystem,"

Tifin asset management tech raises $10 million, goes independent

The fundraising was led by Motive Ventures, the venture capital arm of Motive Partners.

Bank and fintech startup team up to try to help close the racial wealth gap

Unbanked rates are higher among Black and Hispanic households

Experts Warn of Hard to Detect Frauds Due to AI and Deep Fakes

The Federal Trade Commission (FTC) reported in February 2023 that financial scams have been on the rise.

Open banking payments startup Atoa raises $6.5m

Atoa argues that Mastercard and Visa payment rails have an effective duopoly in the market

Schneider Geospatial Strengthens GovTech Leadership; Expands into Asset Management with PeopleGIS

This highly strategic add-on marks Schneider Geospatial’s entry into the asset management software space and sets the stage for accelerated growth and innovation.

Archer and Brooklyn Investment Group Partner to Provide Asset Managers A.I.-Powered Custom Direct Indexing Solution

Strategic partnership enhances Archer’s ability to support asset managers’ ongoing efforts to meet demand for direct indexing and tax-optimized investment offerings

SS&C Announces Latest Updates to SS&C Blue Prism Intelligent Automation Platform

The latest updates will help organizations extract value from intelligent automation programs to achieve business growth and improve the customer and employee experience.

Northern Trust releases online platform for asset owners

Empowering asset owners with the latest insights, research, and networking opportunities

Fintech Valor PayTech Hires Todd Harris and Bryna Pinks

Valor PayTech, a rapidly-growing fintech provider of end-to-end, processor-agnostic unified commerce solutions, has expanded its team by bringing on two payment industry veterans

Worldpay from FIS teams up with Volt to Bring Power of Open Banking to Merchants

The collaboration, announced at Money 20/20 Europe, will bring the power of open banking to merchants and give them the ability to take payment through open banking from consumers.

Manulife Securities continues to advance technology platform through enhanced portfolio management capabilities creating efficiencies for advisors and clients

Manulife Securities will be utilizing Envestnet's Wealth Platform to underpin its managed programs

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: May notifications 3.23%

FinTech