Managers of Wealth Americas

Numerix tops ranking of structured products tech providers

The history of structured products is one of responding to users' requests for new solutions beyond those offered by standard instruments.

RMB Capital Management Selects Black Diamond and Advent Portfolio Exchange Platforms

Advent’s solutions provide RMB with industry-leading portfolio accounting, management and reporting capabilities that enhance the firm’s ability to deliver high-end service to an expanding client base.

SS&C to Acquire Thomson Reuters PORTIA Business

The acquisition adds over 140 staff across locations in Boston, Bangalore, London, Hong Kong, Singapore, Dubai, Tokyo and Bangkok. Christy Bremner, President, PORTIA, will continue in her current leadership role.

Saxo Bank Scoops 4 Awards at the Social Forex Awards 2011

The Bank ranked second in a further three categories: Best iPhone/iPad app, Best Online Content and Most Social Website. Of 8 categories Saxo Bank was ranked in all but one.

SunGard unveils Hedge360

The various solution components are delivered on a Software-as-a-Service (SaaS) basis, helping customers choose features and functions to customize a comprehensive solution.

Rule Financial ramps up global operations to support international growth

Rule Financial has strengthened its presence in New York, made a number of senior hires in London and expanded its presence in Łódź, Poland, illustrating the increased demand for Rule Financial’s onshore and nearshore services.

Bankers increasingly see mobile as key element of their retail strategies - study

One in four bankers expects regulations to facilitate additional technology spending.

SS&C Q4 net income soars

SS&C Technologies has announced its financial results for the fourth quarter and full year ended December 31, 2011.

Google and London Stock Exchange sign market data deal

Google Finance, which is funded by advertising, already provides real-time share data from the New York Stock Exchange, the Nasdaq and exchanges in China and India.

InvestTech Integrates FactSet Performance Attribution

InvestTech Systems Consulting has announced the successful integration of FactSet’s Portfolio Analysis system and Thomson Reuter’s PORTIA for a New York-based global investment management firm.

Here Are The Best iPhone And iPad Apps You Missed This Week

We have a brand new to-do list app, a way to keep all your contacts organized, and an excellent update to a popular app that will let you stream live concerts.

Wealth management software firm named "Most Innovative Private Bank Provider"

"This award reflects our never-ending pursuit of being best-in-class, helping private banks and other wealth management firms remove the obstacles of managing and operating client reporting, technology, data aggregation and integrated systems,"

StatPro sees growth in private wealth markets

StatPro Revolution is a cloud based portfolio analytics and reporting platform that enables money managers always-on access to the granular drivers affecting their clients' portfolio performance.

Fiserv Enhances its Premier Bank Platform

This comprehensive view of customers' direct and indirect relationships with a financial institution optimizes customer relationship management and enhances the customer service experience.

COR&FJA and dwpbank team on Facta offering

By doing so, they have combined the range of services offered by the dwpbank with its extensive experience in the field of US American tax legislation with the software products of COR&FJA to produce an all-inclusive service spectrum that covers the e

Envestnet scoops up RIA portfolio solutions provider‎

The two firms, with the combination of their technology solutions, breadth of investment products and back-office operation services, are poised to transform the way RIAs deliver scalable, integrated solutions to their customers.

German Asset Manager selects SimCorp

The Hannover-based company will be using SimCorp Dimension in the areas of portfolio management, compliance, risk management and performance measurement.

SEI enhances front-office capabilities with new acquisition

This technology will enable SEI to deliver more sophisticated levels of front-office automation and functionality to its wealth management clients in critical business areas such as client acquisition and client management.

MetraTech's Metanga to monetize Cloud banking application for Temenos

While movements like Occupy Wall Street (OWS) have challenged the inequalities of established financial models, microfinance enables low-income households to have permanent access to a range of high quality and affordable financial services to finance inc

Envestnet to Acquire Prima Capital

Prima’s clientele includes regional broker-dealers, trust companies, independent RIAs, family offices and seven of the top 20 banks in the U.S. by total assets.

FinTech