Managers of Wealth Americas

Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency

The application can also help build a financial plan tailored to client profile, preferences and financial goals.

Citi Ventures, Accel Invest in Digital Asset Manager

The company is also leveraging its technology platform to partner with several asset management firms and staking infrastructure providers to jointly launch and manage mutual funds and ETFs.

SS&C Intralinks Predicts Q4 2022 M&A Will Keep Pace with Previous Year, Outperform Q3 2022

Staying flat against Q4 2021 while beating Q3 2022 by double digits is a sign of market confidence

SS&C Rolls Out Unified SS&C Blue Prism Intelligent Automation Platform

SS&C Blue Prism combines robotic process automation (RPA), business process management (BPM), AI and No-code offerings to deliver a comprehensive intelligent automation suite

SS&C Introduces New Innovative Solutions at SS&C Deliver 2022

The Company previewed its managed services offering, enabling financial services firms to remain competitive in a constantly evolving market.

Solifi named top 10 banking tech solution provider by MyTechMag

2022 vendor ranking recognizes the world’s leading technology providers in the banking industry

Six New Global Investment and Asset Management Firms Join the SMArtX Advisory Solutions Platform

J.P. Morgan Asset Management, John Hancock Investment Management, Lazard Asset Management, Nuveen Asset Management, and PIMCO Add More Than a Dozen Strategies Across a Broad Array of Asset Classes.

Coinbase Resolves Problem That Halted Payments From US Banks

Account holders were able to use debit card or PayPal account to make direct purchases during the outage and funds were safe, Coinbase said.

Independent RIA Waterway Wealth Management Selects Andes Wealth Technologies

Waterway Wealth Management takes pride in its close relationships with clients

SS&C Partners with Coinbase to Expand Digital Asset Trading

Partnership Enables SS&C Eze to Offer Front-to-Back Crypto Management Solution

DBS Accelerates Market Integrity Efforts Leveraging Nasdaq Surveillance Technology

Cloud-based surveillance technology from Nasdaq to underpin DBS’ market abuse detection efforts

OneDigital buys wealth management firm KB Financial in New Jersey

The company’s 28-person team includes financial advisors and staffers focused on tax and estate planning, insurance solutions, wealth management, business succession planning as well as corporate advisory services.

BlackRock launches blockchain ETF

The Fund is listed on Euronext, with a total expense ratio (TER) of 0.50%.

PNC Bank transform digital mortgage application process

Strategic partnership with Blend provides an enhanced user experience for PNC customers

SMArtX Advisory Solutions Wins Two 2022 Wealth Management Industry Awards

SMArtX's Turnkey Asset Management Platform Receives Two Wealthies for TAMPS: Model Marketplaces and Technology Providers: Chief Marketing Officer of the Year

Sygnum opens metaverse hub

The Decentraland hub is Sygnum’s Web3 portal to the emerging USD 5 trillion metaverse economy, and it features a CryptoPunk receptionist, interactive NFT gallery and event space.

Bank of America Says Cryptocurrencies Continue to Act as Risk Assets

Ether continues to slide as investors shift to a wait-and-see approach regarding future upgrades, the bank said in a research report.

Cryptocurrencies ‘decentralised Ponzi schemes’ says JPMorgan boss

Jamie Dimon makes stance clear at recent congressional hearing

SS&C GlobeOp Forward Redemption Indicator: September notifications 2.67%

Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.

Hamburg Commercial Bank Transfers its SEPA Processing to Broadridge's BPO Payments Service

Average straight-through processing rate of 99.9%

FinTech