Managers of Wealth Americas

Technology deals insights: 2021 midyear outlook

Insights into 2021 technology deals

State Street turns to cloud-based machine learning tech

“State Street prioritizes making investments in the solutions that will allow our clients to focus their time and attention on their core competencies, such as alpha generation,”

Crediverso preps personal finance platform for US Hispanic community

The platform will also offer a live forum moderated by Spanish-speaking expert advisors where users can ask their money questions to personal finance experts and celebrities from within the Hispanic community.

Goldman Sachs Partners Crypto Management Firm

Galaxy Digital Provides Sophisticated Liquidity Provision and Risk Management Capabilities

Orion Advisor Solutions Breaks New Ground Blending Behavioral Psychology with Award-Winning Advisor Technology

Advisor tech gets a behavioral boost, embedding the science of psychology into everyday workflows and tools

Raisin goes live in the U.S. with MapleMark Bank as its first partner bank

Through our technology we’re creating a win-win solution for banks and customers alike.

FIS collaborates with C3 on AI-driven AML Compliance Hub

FIS is accelerating our investment in machine learning to help our clients

TrueUSD Integrates with Signature Bank’s Blockchain-based Payments Platform, Signet

TrueUSD announced today its partnership with Signature Bank, a New York-based, full-service, commercial bank.

SS&C Will Not Exercise Matching Right In Respect of Latest Offer to Acquire Mainstream Group

SS&C is being advised by Citi as financial adviser and Gilbert + Tobin as legal adviser.

RiverNorth Capital Management Selects SS&C's Front-to-Back Solution

Leading opportunistic investment strategies specialist streamlines operations for $5.3 billion portfolio

Pension provider partners with Coinbase to offer 5% exposure to crypto

Pension funds are looking to crypto investments despite the recent market sell-off.

Leveraging Open APIs to build your digital ecosystem

There are mutual advantages of adopting an open API architecture

BMO Harris bank selects FIS for core modernisation programme

The technology agreement also includes FIS Payments One, Digital One, the Code Connect application programming interface (API) gateway, and a range of call center, card production, and back-office managed services.

‘We were in the right place at the right time, with the right product’

President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus

Broadridge Launches DLT Repo platform to Execute First Bilateral Repo Trades Using Smart Contracts

DLR provides a single platform where market participants can agree, execute and settle repo transactions.

Why All RIAS are on a Digital Transformation Journey

An intentional digital transformation initiative begins with a solid strategy and immediately addresses the problem one is trying to solve.

BMO to migrate key applications to AWS

To prepare its workforce for the switchover, BMO will launch a comprehensive, hands-on cloud skills training program for its non-technical and IT employees.

SS&C GlobeOp Hedge Fund Performance Index: May performance 0.54%; Capital Movement Index: June net flows advance 0.33%

Interim and final values, both gross and net, are provided in each of the two following months, respectively.

State Street sets up digital unit to capitalise on crypto craze

US custody bank declares ‘tipping point’ for market as clients increase exposure

Global Finance Recognizes TD Bank for AI-Powered Digital Customer Support

In-app Virtual Assistant helping customers access important information in real-time

FinTech