Managers of Wealth Americas

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.

ISACA Risk/Reward Barometer Highlights BYOD Phenomenon and the Blurring Perimeter

ISACA, a non-profit association of 100,000 IT professionals in 180 countries, today released further insights from its 2012 IT Risk/Reward Barometer.

BNY Mellon Announces New Report Solutions for Asset Servicing Clients

Online, custom report templates cut time and effort to address regulatory reporting requirements

Fiserv and the Money Management Institute Partner on UMA Industry Research

In partnering with leading, professional industry associations like the MMI and Dover Financial Research, we are able to leverage their longstanding, professional reputation of delivering quality research and insights into the trends impacting our industr

How Baker Tilly Successfully Approached Social Media

"Baker Tilly's social media policy was designed to strike a balance between encouraging employees to be brand ambassadors and to be good stewards of our firm, our clients, and our people."

FinTech