Managers of Wealth Americas

Vise Uses AI to Help Advisors Manage Volatile Markets

The artificial intelligence-powered platform for financial advisors this week rolled out new tech enhancements to its tax management and cash management features.

Dentons Lopez Velarde opens a Venture Tech Center for Latin America and the Caribbean

Lomas de Chapultepec has seen substantial growth in recent years and is now the epicenter for major technology companies in Latin America.

TS Banking Group in front-to-back office tech revamp with Temenos

The Temenos Banking Cloud will provide us with the agility of a challenger bank, and the investment in innovation of the larger banks, in a way we would otherwise be unable to achieve.

Federated Hermes Extends Transfer Agency Services Relationship with SS&C

SS&C’s next generation Lyric technology platform and their new suite of fraud detection and prevention solutions showcase how the company continues to invest in key technologies important to our service delivery model.

SS&C GlobeOp Hedge Fund Performance Index: May performance -1.30% Capital Movement Index: June net flows advance 0.27%

Through the first six months of 2022, Hedge fund capital flows have held steady in the face of inflation, higher interest rates, and generally high market volatility.

Leading Global Banks and Data and Analytics Provider Back Octaura to Launch Electronic Trading Platform

Founding Institutions include Bank of America, Citi, Credit Suisse, Goldman Sachs, J.P. Morgan, Moody’s Analytics, Morgan Stanley, and Wells Fargo

TD introduces payment plan for credit card holders

With TD Payment Plans, eligible TD cardholders can enroll qualifying purchases of $100 or more into equalized monthly payments, with 6,12, or 18-month term options.

BofA expands virtual account management tech to firms in the US

The geographical expansion follows last year’s addition of the Netherlands to the existing UK and Ireland capabilities.

Sionic launches real-time pay-by-bank rails for US merchants

Sionic’s RTP service includes an option for merchants to incent their customers for paying with their bank accounts over costly rewards-based credit cards.

Swiss Wealthtech 3rd-eyes Analytics Enters US Market with Partnership

3rd-eyes’s partnership with Bonsai will be a disruptive force with respect to wealth planning in the United States.

SEC scolds Schwab over robo disclosures

Firm touted lack of fees while making money on investors’ cash holdings

RBC and Envestnet Data and Analytics announce agreement

RBC clients also benefit from a wide range of RBC's digital security tools

Crypto is selling off but 91% of people surveyed said that they plan on buying digital assets in the next 6 months, according to Bank of America

Nearly 40% of respondents said they use crypto as an online payment method.

Abra Announces the Abra Crypto Card on the American Express Network

Abra’s first crypto credit card to transact in U.S. dollars on the American Express network and offer cryptocurrency rewards on any purchase category and amount, along with other benefits

SS&C Blue Prism Honors WonderBotz with Regional Best Practices Partner of the Year and Regional Blue Prism Cloud Solution of the Year at Blue Prism World 2022

SS&C Blue Prism awarded WonderBotz the Best Practices Award for the 4th time and Blue Prism Cloud Solution of the Year for the 2nd consecutive year

FinTech