Managers of Wealth Americas

Estate Planning for the Digital Future

Technology is adding another layer of complexity to the planning process.

SS&C Provides Seamless OEMS Access to Cowen Digital’s Institutional Digital Assets Platform

Cowen becomes first traditional investment bank to offer institutional digital asset solution on Eze’s institutional OEMS platform

XML Financial Group Launches Client Wealth Management App

The app is now available on Android and iOS.

Canadian advice tech firm enters UK market

This engaging process is improving experiences for advisors and clients while helping firms to deeper serve their customers.

State Street Digital Appoints Head of Blockchain Engineering and Digital Technology Strategy Lead

Otter, based in London reports to Aman Thind, Chief Technology Officer of State Street Digital. Gaur, based in Austin, Texas, will report to Otter.

Challenges & Future Developments for LIBOR Transition for ALM

Without backing by underlying transactions, LIBOR depended more on expert judgement than quantifying true bank funding cost, and huge volumes of derivatives and cash products referencing it were a concern.

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