Managers of Wealth Americas

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.

Wealth managers have different priorities on technology - RESEARCH

Wealth management firms adopt outside technology only selectively, but outsourcing could benefit firms struggling against tight budgets.

SEI Recognized as Most Notable Vendor for Breadth of Functionality

Global Wealth Platform Highlighted for Deep Functional Support Across Entire Front-to-Back Office

Penton Launches Trusts & Estates Plus App for iPad

The iPad app is now available in Apple's App Store

Morgan Stanley Rolls Out More Technology Fixes for Brokers - Memo

Wealth-management unit has restored links between client accounts

SS&C Leader Puts Facts First, Stays Calm Amid Stress

"In a crisis, I get massively calm and increasingly cold."

SS&C Named Among World's Top 500 Software and Service Providers

SS&C was ranked 148th this year based on its 2011 total corporate revenues of $370.8 million, which was an increase of 12.7 percent over 2010.

SunGard Launches Asset Arena 360 for Boutique Asset Managers

SunGard’s Asset Arena 360 brings front and middle office processes onto a single platform, providing a complete view of clients’ investments and exposures.

GAIN Capital CIO Jumps to Scivantage

Andrew Haines, the former CIO of GAIN Capital Group, joins Scivantage as chief information officer

Thomson Reuters Launches Innovative Mobile Solution for Investment Bankers

Streamlines deal making workflow process, adds virtual dimension of efficiency and productivity

ACM Wealth Solutions Continues Evolution With New Platform

"Transitioning Wealth Strategy Partners to this new institutional platform combined with new cutting edge technology solutions, allows our clients the ability to access information in real time from anywhere. In today's mobile world, the speed a

BCW Capital selects IPBS private banking and wealth management system

BCW Capital was formed in December 2011 as a boutique securities dealer providing an innovative offering for Institutional and High Net Worth clients in Jamaica and the Caribbean.

FinTech