Managers of Wealth Americas

Gemspring Capital Acquires GoldenSource

The Company’s solutions are built upon its industry-leading data model

Wells Fargo Relaunches Intuitive Investor®

Now offering sustainability-focused portfolios, $500 minimum investment, and simplified account opening

Hightower Selects TIFIN Clout as its Personalized Digital Marketing Platform

The AI-powered platform has two-way integration with Salesforce, email applications and social media platforms that will allow Hightower advisors to improve collaboration and measurement and deliver meaningful growth outcomes

Insight Bet Values Banking Software Startup Unit at $1.2 Billion

New York-based firm’s deposit volume, customer base surging

Canadian Tire Bank selects Temenos

Temenos open platform will help Canadian Tire Bank drive its digital-first strategy to enhance customer acquisition, loyalty and engagement.

SEI Launches its First ETFs

New ETF Suite Leverages Proprietary Factor-Based Approach

SS&C Acquires MineralWare

The acquisition extends SS&C's offerings into the Energy market while helping clients streamline operations across all asset classes and types

Finding and Dividing Hidden Crypto Assets in a Divorce

Cryptocurrency may prove more challenging to track and prove ownership of than more tangible assets.

CI Global Asset Management Advances Technology Toolkit with CapIntel

Wealth management technology enables wealth firms to provide enhanced services leading to outsized growth. In recognizing the value of CapIntel’s sophisticated platform, CI Global Asset Management continues to keep a pulse on leading FinTech.

Wealthtech Tifin raises $109m

The latest funding will be used to grow Magnifi’s consumer platform

CoverGo snags $15m in funding round

We are excited to support CoverGo on its growth journey and expansion in the US market.

McKinsey and SAP join forces

To address this, SAP and McKinsey have drawn on their individual strengths to create a strategic alliance that merges technology modernization with strategy execution, thereby driving business results and addressing critical business challenges.

SS&C Launches Blue Prism Desktop to Optimize Desktop Process Management

Blue Prism Desktop enables businesses to securely and centrally execute automated desktop processes, reducing governance and security risks

Northern Trust Announces Alliance with Enfusion as Part of Whole Office Strategy

Northern Trust and Enfusion aims to simplify the operating infrastructure for mutual clients

Clearview AI agrees to restrict sales of facial recognition technology

The settlement reigns in a technology criticised for threatening Americans' privacy rights.

How Citizens Financial used an iPhone plan to create a nationwide digital bank

Banks are facing competition from fintech players, big tech and retail as all eye the financial services and payments space

Most Institutional Investors Embrace AI, Big Data

Around 84% of institutional investors would invest in a fund that relies primarily on artificial intelligence for portfolio selection, according to the CFA Institute.

Institutional Investors Exit Crypto Market As Price Continues To Decline

Although the market has had a similar inflow at the beginning of the year, Coinshares’ data indicates that this has not been reversed. Because at the start of 2022, the influx is estimated to be roughly $467 million. That is a $128 million differenc

Panama and Cuba ratify laws to regulate cryptocurrencies

Banco Galicia opens investments in Bitcoin and cryptocurrencies in Argentina.

SS&C Announces 1H2022

This release furthers our investment in areas that give users more transparency into their data and the ability to more quickly and confidently manage workflows to ensure predictable outcomes.