Managers of Wealth Americas

SS&C Previews Cloud-Based Portal and Mobile Apps for Insurance Companies

Enables Investment Managers to Access Critical Portfolio Information Anywhere, Anytime

EQIS Adds Clark Capital to its Manager Roster

EQIS Capital today announced that Clark Capital's nationally-recognized Navigator portfolios are now available on its innovative platform along with dozens of other strategic, tactical and alternative money managers.

SEI Extends Relationship With Key Capital

SEI to Support Fund of Private Equity Fund Offering With Operational Infrastructure and Sophisticated Reporting Technology

Causeway Capital Management Upgrades to Charles River IMS Version 9

Causeway Capital also uses the Charles River Network with outsourced FIX administration for global electronic trading, and the Charles River Anywhere web-based workstation for remote access

SS&C Zoologic Launches Finance 2.0 iPad Application

The Zoologic Finance 2.0 app allows users to access accredited courses for the financial services industry from their iPad or other mobile devices.

Young Asian Entrepreneur seeks ePrivate Bank for modern, interactive relationship...

Private banks are known for their traditional, conservative ethos and European private banks in particular have always trumpeted their long and proud histories - old fashioned client service, together with the warm fuzzy feeling that comes from knowing yo

Advent Wins 2012 FTF News Technology Innovation Award With Black Diamond’s iPad App

Ted Rich, Principal of Vinoy Capital LLC and a Black Diamond client, said, “Mobility of data allows us to be headquartered in Orlando, FL, live in Boulder, CO and service clients all over the country.Black Diamond’s innovative iPad app allows

Lone Pine Capital hands Form PF reporting gig to SS&C

Investment advisers subject to these rules will be required to report information on a quarterly or annual basis for use by the Financial Stability Oversight Council ("FSOC") in monitoring systemic risk to the US economy.

Hedge Funds, Beware Of Using Your Phones, They Might Be Tapped

Whether big or small, experienced or neophyte, investors no longer looked to figures like mutual fund king Peter Lynch of Fidelity Investments for wisdom.

SS&C targets Asian growth as GlobeOp deal accepted

SS&C Technologies looks set to aggressively target growth and new clients in Asia through its $920m tie-up with fellow admin firm GlobeOp, which was all but finalised after the offer became unconditional on Monday.

How Facebook insiders are preparing to be millionaires

It's a Silicon Valley ritual: When money seems imminent, wealth managers flock in to help the newly rich navigate their altered financial landscape.

SEI Receives Suntrust's Coveted 'Focus on Growth' Award

SunTrust has been an SEI client since 2005. SEI's Global Wealth Services provides core processing, accounting systems, and additional processing services to SunTrust's private client and institutional businesses. To learn more about SEI's G

SS&C Announces Closing of Acquisition of Thomson Reuters' PORTIA Business

SS&C's acquisition of the PORTIA business adds a comprehensive platform of middle-to-back office capabilities allowing investment managers to track and manage day-to-day portfolio activity.

Client iPad apps seen as future of wealth management

He said an app for clients could bring details of their financial plan and wealth management together and a key feature would be its accessibility on either the web, a mobile device or a tablet.

US wealth management solutions firm reports 21% increase in AUM

Revenues from assets under management (AUM) or assets under administration (AUA) increased 21% to $28.3 million for the first quarter of 2012

Citi, LinkedIn 'Connect' for Women's Financial Advice Group

Citigroup is once again showing its willingness to venture outside of traditional banking to build a social media strategy, as it has in both its talent acquisition and content.

Beverly Hills Wealth rolls out new cloud-based dashboard for RIAs

BHWM Maestro Allows RIAs and Advisors to Streamline Access and Usage of Cloud-Based Service Applications and IT Security

Hedge Fund Veteran Named Options IT Head of Technology

In his new role Bowell will be responsible for leading Options IT's North American technology engineering, networking and support teams, as well as overseeing the growth of the Options PIPE Private Financial Cloud services in the North American regio

US asset manager selects WM technology platform

Our wealth management clients will continue to have access to our strong fixed income capabilities

Fiserv Reports First Quarter 2012 Results

GAAP revenue in the first quarter was $1.11 billion compared with $1.05 billion in the first quarter of 2011. Adjusted revenue was $1.03 billion in the first quarter compared with $982 million in 2011, an increase of 5 percent.

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