Managers of Wealth Americas

Movenbank appoints new President

He will be responsible for delivering Movenbank’s vision of creating personally relevant, social financial services that will be delivered entirely through mobile and online digital channels.

SunGard’s Investor’sView Named Best-in-Class in Three Categories

According to the CEB TowerGroup report, “Portfolio Management Systems Technology Analysis” is tailored to reflect the needs of the end-user to diagnose the technology attributes particular to a firm, and to identify vendor products that align

The Elevation Group Launches New Financial Membership Website

Since December of 2010, The Elevation Group has strived to share a new -- and alternative -- way of investing in a world where traditional financial advice simply no longer work.

1 in 5 IT Staff Have Accessed Executives’ Confidential Data

IT professionals are allowed to roam around corporate networks unchecked, according to a survey of more than 450 IT professionals released by Lieberman Software Corporation.

Leading solutions provider to Private Banks & Family Offices inks partnership with Vizit

Collaboration Results in a Full-Featured Document Management System, Adding a New Dimension of Personalization to Advisor/Client Communication

Advent Delivers Integrated Rebalancing Solution for Black Diamond Advisory Clients

Advent Software has announced the availability of a multi-custodial rebalancing solution for its Black Diamond platform.

Advent Software Announces Second Release of Advent's Platform for Asset Management in Beta

Advent Software has announced the beta release of major enhancements to its cloud-enabled, end-to-end platform for asset and wealth management enterprises.

Advent Augments Syncova with Collateral Management for IRS

Advent has announced it will launch a new interest rate swaps (IRS) package for its Syncova platform.

Allston Trading Hires Ex-SunGard Global Trading Exec as CEO

Allston Trading has announced that it has appointed industry veteran Raj Mahajan, 39, as Chief Executive Officer.

SS&C GlobeOp Announces Successful Form PF Filing for Clients

August 29th was the first deadline for funds of over $5 billion in regulatory assets under management (RAUM) to file Form PF with the Securities and Exchange Commission.

MSSB introduces first upgrade of its new trading platform

Retail borkerage and wealth management business firm Morgan Stanley Smith Barney (MSSB) has introduced the first upgrade for its new trading platform in a bid to deal with some problematic issues indicated by the financial advisers.

Fiserv enhances Its Signature bank platform

Signature is a complete, real-time, SOA-based solution that provides a high degree of flexibility to support complex environments and unique business models.

Wealth-X Launches Salesforce App Enabling CRM Access to Over 90,000 Global UHNW Individuals

The powerful capabilities of this new application for Salesforce users includes the ability to mine existing customers to identify the highest potential prospects, to access thousands of new qualified UHNW leads and to identify the social networks of the

Broadridge upgrades trade confirms for Dodd-Frank

Broadridge Financial Solutions, Inc. (BR) today announced that functionality within its highly flexible, service-based trade confirmation solution, PROactive™ Matching, has been enhanced to help financial organizations meet the new Dodd-Frank disclo

Envestnet Announces Strategic Partnership With Fund Evaluation Group

Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced a Hedge Fund Research Alliance with Fund Evaluation Group, the institutional investment consulting firm noted for its hedge fund researc

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