Managers of Wealth Americas

Schwab and Advent Software forge agreement

Planned Integration to Deliver Intraday Schwab Custody Data to Black Diamond and Advent Portfolio Exchange

Polaris launches FATCA and Global KYC Ready Intellect Customer Onboarding Hub at SIBOS 2012

ICOH is a single, comprehensive solution for managing seamless client onboarding lifecycle

Wealth Management IT Spending: A Global Perspective

Wealth management IT spending is estimated to reach US$4.4 billion in 2012 and is expected to grow at a rate of approximately 6.4% in 2013.

Scotiabank goes live with SS&C’s MarginMan

One of North America’s premier financial institutions automates its precious metals margin trading

Innovest Systems names new CFO

I am thrilled to join the Innovest team

SEIC Investments 3Q profit rises 3 percent

SEI Investments reported net income of $50.7 million, or 29 cents per share

Fulcrum Goes Live With SS&C's Recon

SS&C Technologies has announced that Fulcrum Asset Management LLP, a London-based independent asset management company, has gone live on Recon to improve operational efficiency and support growth.

Pershing Wins Top Hedge Fund Award for the Third Year in a Row at HFMWeek Awards

The HFMWeek award is the latest in a series of honors Pershing Prime Services has received this year.

U.S. Bank Releases Apps for Windows Phone

We continue to innovate with a focus on giving our customers convenience

Pershing's Technology Receives Top Rankings

This is the third year in a row that Albridge Solutions Inc., an affiliate of Pershing, has emerged as the top tool for financial professionals in industry surveys.

SS&C Acquires Hedgemetrix

The acquisition adds ten staff and twenty customers, including hedge funds and family offices.

BI-SAM appoints new Americas GM

Most recently he worked at SunGard where he was Global Head of Professional Services for the Asset Management business.

Fiserv Enhances Unified Wealth Platform

We believe the demand by investors for professional financial advice will continue to grow

BondDesk Group announces new CEO

We continue to see significant growth ahead in electronic fixed income trading and BondDesk

Wealth Access appoints marketing head

He comes to Wealth Access from Consensus Point where he directed marketing and business development efforts for the firm.

SS&C Launches GoTrade+

SS&C Technologies today launched GoTrade+, an advanced, flexible middle-office service for complex investment portfolios.

IBERIABANK Upgrades to Business E-Banking, Mobile Banking and Security Platforms

Comprehensiveness of OBS Security Suite, Improved Information Reporting, Ease of Implementation

TD Bank missing data could affect 1,000 Canadians

A TD Bank spokeswoman says about 1,000 Canadians with U.S. accounts could be affected after some data tapes containing personal information were misplaced.

Panama's bank licenses Spectrum wealth management software

The bank began operations in June 1994, and is currently the second largest domestic Panamanian bank.

Leading Sports Franchises in US and UK Partner with WealthEngine

WealthEngine's marketing and prospecting solutions assess the capability, likelihood and inclination of a sports enthusiast to engage in high level sporting relationships; including premium ticketing and suite lease options.

FinTech