Managers of Wealth Americas

Boston-based Global Investment Firm Selects Equipos Coric

Equipos has announced that Coric has been selected by a leading Boston-based global investment firm in support of their commitment to deliver exceptional client service.

Advent Software expands in Canada with addition of Scotiatrust

Scotiatrust is a leading Canadian provider of personal trust services and personal and institutional custodial services, offering a complete range of estate, trust and agency services to individuals, family offices, charitable organizations and institutio

SAGE SA launches BlackSwan Financial Platform

A Revolutionary tool to maximize returns and minimize losses during extreme market conditions

Advent Receives Highest Standing in the 2012 Service Provider Rankings

Industry Leader Recognized as Top 'Technology Provider for Accounting and Reporting' Marketwire

Envestnet Announces Integration With Junxure CRM Software

How are cloud-based systems different from other platforms?

Envestnet Announces Strategic Partnership

"By embedding the Envestnet solutions directly into our custodial platform we can provide our financial advisors with access to portfolio management, reporting and compliance to yield efficiency, scalability and growth while better supporting their e

Bloomberg Launches Enterprise App Portal To Financial Markets

The Bloomberg App Portal harnesses third-party innovation to broaden customer content

Broadridge names new COO

He has served as Corporate Senior Vice President and Chief Corporate Development Officer at Broadridge, has been promoted to Chief Operating Officer

Orc opens access to ABN Amro US execution services

Orc, a leading provider of technology and services for the global financial industry, announced today that it has enhanced its connectivity offering by providing access to the US execution services of ABN AMRO Clearing (AAC).

GAM signs for SunGard global fund trading system

SunGard has announced that GAM, an independent, active investment management firm with USD 48.0 billion in assets under management, has chosen the SunGard Global Network (SGN) global fund trading solution to help broaden and streamline the distribution of

Million-Dollar Traders Keep Getting Replaced By Machines

UBS joins Barclays Plc, Credit Suisse Group AG and Goldman Sachs Group Inc. in using computer programs to trade financial instruments that once generated some of their biggest fees.

Advent Software Awarded Top Honor for CRM Solution

Today's asset and wealth managers require more than just an efficient and reliable CRM solution, they must be able to move seamlessly from contact information to portfolios

Summit Wealth Partners launches new website

Summit Wealth Partners has announced the launch of their new Summit Wealth Partners website.

Most Digitally Mature Companies are 26 Percent More Profitable Than their Industry Competitors - RESEARCH

New research from Capgemini Consulting and the MIT Center for Digital Business explores how businesses are benefitting from digital transformation, revealing significant ‘Digital Advantage’ and superior financial performance as a result

Forbes Names SS&C to "100 Best Small Companies" 2012 List

Sales, Earnings and Market Capitalization Based List

SS&C Technologies Q3 Profit Rises

SS&C Technologies Holdings has announced its financial results for the quarter that ended September 30, 2012.

FCM360 Launches Low-Latency Financial Cloud to Meet Financial Trading Needs

FCM360 has just launched a global financial cloud hosting solution for traders

SEI Investments extends partnership with SunTrust

We are pleased to expand our relationship with SEI

Misys Survey Highlights Accelerating Demand for Integrated Financial Supply Chain Services

Misys has announced the results of its annual survey of trends in transaction banking.

Schwab and Advent Software forge agreement

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

FinTech