Managers of Wealth Americas

Fundtech Wins Award for Best Payments Technology

Global PAYplus Payment Services Hub and Global CASHplus Recognized as Truly Innovative

CAIS Wins Best Private Banking Technology Award

CAIS Platform Recognized for Delivering a Complete End-to-End Alternative Investment Solution

Banco de la Nación Argentina New York selects Lombard Risk solution to automate its regulatory reporting

BNA is the largest commercial bank in Argentina's banking sector. It has 624 branches throughout the national territory and a global presence in fifteen different countries, employing more than 16,000 people.

Summitas Named "Best Risk Management Service Provider"

Summitas was founded in 2008 with an investment from Howard P. Milstein, prominent businessman, philanthropist and civic leader.

People's United Bank selects new wealth management system

Implementation of Overlay Portfolio Management Solution Allows for Consistent, Customized Open-Architecture Investment Solutions

Morgan Stanley Smith Barney Expands Access To LinkedIn, Twitter

Morgan Stanley Smith Barney will now allow its full rank of financial advisers the option to join the worlds of Twitter and LinkedIn. Morgan Stanley Smith Barney will now allow its full rank of financial advisers the option to join the worlds of Twitter a

Convergent Wealth Advisors Launches New Website

The new site, which has been optimized for viewing on all mobile devices, provides an enhanced and more dynamic user experience, featuring Convergent's Dollars & Sense blog, Market Commentary and Analysis, client case studies, and video clips. Th

DST Global Solutions inks agreement with XSP

DST Global Solutions tackles industry corporate actions operational challenges with XSP alliance

SunGard Launches WealthStation Mobile Report Access for Financial Advisors

The solution gives advisors mobile access to their clients’ WealthStation financial planning reports, facilitating increased collaboration and effectiveness of client meetings.

SS&C seals deal with GlobeOp

Windsor financial-software services vendor SS&C Technologies Corp. has closed its deal with GlobeOp stockholders.

CAIS Platform Expands Product Menu to Include Private Equity

Partners Group Lists on CAIS to Provide Private Equity Solutions for the Independent Wealth Management Channel

5 High-Tech Smart Homes for the Super Rich

More and more high-end properties feature such "smart-home" technologies - professional-grade audio/video systems, plus lights, thermostats, window shades and more that you can control with an Apple (AAPL) iPad or other smart device.

Will we see a resurgence of RIM's Blackberry?

Staying ahead of the latest and predicting the next biggest thing is as much an art as it is a science but at INKOM Wealth Management, they say its what they do best.

New web-based Wealth Management workstation to launch this year

The new wealth management platform aims to automate key functions and improve workflow for financial advisors.

Eagle Investment Systems Announces V12.0 Release

New software upgrade helps investment managers address global regulatory changes and market volatility, while enhancing transparency and operational efficiency

MBO Partners Launches First Private Social Business Platform

Developed through insights from research into national trends in independent work, and with input from successful independent consultants within the MBO Partners community, the Jive-powered private platform is named MBO Access.

RPG rolls out new wealth management platform

RPG, now a fee-based wealth management firm, develops specific plans for clients through an educational approach.

SEI to provide Credit Suisse unit with middle-office services for US municipal bond portfolios

SEI to Provide Specialized Operational Support for Premier Alternatives Manager

HSBC Business Banking Goes Android

The new Android app provides the same pioneering functionality, including the ability to set up new beneficiaries while mobile.

SunGard’s Fox River Execution Solutions Extends its Award-Winning Suite of Algorithms to Support Trading in Canada

This quantitative approach helps portfolio managers, asset managers and hedge funds reduce information leakage, improve trade fill rates and improve best execution.

FinTech