Managers of Wealth Americas

William Blair, InvestCloud Launch New SYSTM Platform For RIAs

The first component of the new platform, a turnkey asset management platform supporting SMAs and UMAs, is now live.

Benjamin F. Edwards Partners with Pontera to Enhance Its Approach to Providing Tailored Wealth Management

Pontera’s technology enables the firm’s advisors to manage the totality of clients’ retirement portfolios, including held away assets such as 401(k)s, 403(b)s and more

Broadridge Leverages Point Focal on Alternative Data Driven Insights

Current reports from Point Focal that will be available on NYFIX include a pre-market report of recent news activity and sentiment scores, earnings recaps and outlooks; a post-market report summarizing portfolio performance and a weekly report summarizing

Broadridge Among FORTUNE Magazine’s 2023 ‘World’s Most Admired Companies’

Through its products and services, Broadridge provides industry solutions for common needs and digital innovation for clients as they seek to differentiate in a competitive environment, facilitating stronger access, engagement and participation from end u

Broadridge Reports Second Quarter Fiscal 2023 Results

Reaffirming Fiscal Year 2023 Guidance, including 6 - 9% Recurring revenue growth constant currency and 7 - 11% Adjusted EPS growth

American Express debuts cash flow management hub

Business Blueprint builds on the Kabbage platform, which was acquired in 2020

Stone Ridge launches blockchain & digital asset risk MGA, Proof Insurance

Proof offers crypto-focused insurance solutions that it says are purpose built for the digital-asset industry, with a significant focus on bitcoin related clients.

Zurich relies heavily on cyber insurance

Since starting to work with Boxx in , the insurer has gained a deeper understanding of the needs of these customers, as well as developed better skills and greater technical know-how.

Brite Payments CEO Lena Hackelöer talks Open Banking in 2023

The industry is also right on the cusp of account-to-account (A2A) recurring payments taking off, which is another huge open banking innovation.

Yield App buys wealth management platform Trofi Group

The deal also allows Yield App to include four new structured product strategies into its existing portfolio.

Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial Professions

Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration

SS&C Intralinks’ Forecasts M&A Deal Flow Resilience, Growth in Q1 2023

Predicting market volume movements since 2020 has been a challenge

Former BofA CEO-backed fintech launches to match SMBs with lenders

“What we want to do is to put people that want to lend money together with people who need money. It’s not complicated,” said former Bank of America Chairman and CEO Hugh McColl Jr.

SEI Reports Fourth-Quarter 2022 Financial Results

Diluted earnings per share were $0.83 in fourth-quarter 2022 compared to $1.03 in fourth-quarter 2021.

FLX Networks Partners with Broadridge Data and Analytics to Help Power Distribution Solutions for Asset Managers

Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.

State Street Announces Strategic Cloud and Infrastructure Solution Providers in Connection with its Multi-Year Technology Transformation Journey

Selects Amazon Web Services as strategic provider for cloud services and data centers and expands existing strategic relationship with Microsoft for cloud services

Diebold Nixdorf Wins Global Banking & Finance Awards Best Banking Technology Solutions Provider Europe 2022 and Next 100 Global Awards 2022

Diebold Nixdorf helps banks connect with customers

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