Managers of Wealth Americas

Aviso Wealth Selects Broadridge to Power its Wealth Management Platform

The implementation of Aviso Wealth's MFDA business to the Dataphile solution was completed in January 2021.

CIBC Innovation Banking provides Vertu Capital with a Capital Call Line of Credit

Vertu brings decades of global experience and deep sector-focused expertise to high-potential and scaling technology companies seeking transformational growth.

Broadridge Completes Acquisition of Itiviti, Extending Capital Markets Franchise

Acquisition expands Broadridge’s Capital Markets into the front office and strengthens multi-asset capabilities, while driving additional global scale and ability to serve clients world-wide

Fund administration’s pivotal position in impact investing

SS&C has a unique position in the impact investing realm.

Abu Dhabi IHC's subsidiary acquires stake in U.S. digital media platform Firefly

Firefly is backed by investors such as Google Ventures, NFX, and Stanford University's StartX Fund

Goldman Offers New Bitcoin Derivatives to Wall Street Investors

The new offering is “paving the way for us to evolve our nascent cash-settled crypto-currency capabilities.

First Citizens National Bank rolls out Diebold Nixdorf software

Diebold Nixdorf Senior Vice President, Global Banking, Octavio Marquez, said: "We're proud to be able to expand our longstanding relationship with First Citizens National Bank that began nearly a decade ago with Diebold Nixdorf's Advisory S

SS&C Further Increases Offer on Acquisition of Mainstream Group

Mainstream subsequently announced that it has received a further unsolicited proposal from the same third party at AUS$2.60 per share in cash.

Broadridge Announces Pricing of $1.0 Billion Senior Notes

J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC, Wells Fargo Securities, LLC, BNP Paribas Securities Corp., TD Securities (USA) LLC., Truist Securities, Inc. and U.S. Bancorp Investments, Inc. are acting as the joint book-r

FundCount Named to the 2021 WealthTech100 List

Recognized as one of the most innovative technology companies in wealth and asset management

Confluence and JP Morgan expand partnership

At the start of Q3 2021, Delta, Confluence’s risk and performance solution will have expanded coverage powered by J.P. Morgan’s proprietary analytics to include U.S. securitized products.

FIS partners NYDIG to help banks let customers buy bitcoin

In March, Morgan Stanley and Soros Investment Fund joined a $200 million growth capital round for the firm.

SEI Wins at Family Wealth Report Awards 2021

Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise

Refinitiv teams up with FinTech Studios for Latin American wealth management push

Refinitiv’s agreement with FinTech Studios further demonstrates its commitment to provide content and analytics that drive insights for financial professionals across local and global markets.

Hillman Capital Chooses SS&C to Service Hillman Value Fund

SS&C ALPS to provide turn-key fund administration and regulatory services for the Hillman Value Fund

SS&C Technologies Partners with BRODA Ltd to Enhance Risk Calculations

SS&C Algorithmics adds BRODA’s high dimensional Sobol sequence generators to enhance risk and financial calculations

Broadridge Reports Third Quarter Fiscal Year 2021 Results

Operating income was $397 million, an increase of $71 million, or 22%. Operating income margin increased to 11.5% from 10.3% in the prior year period.

Valsoft Acquires Finartis and Enters the Wealth Management Vertical

Jean–Luc will remain on board with the team and ensure a smooth integration into Valsoft.

US Banks Use Artificial Intelligence to Watch Workers, Public

"We're already leveraging facial recognition on mobile," he said. "Why not leverage it in the real world?"

From the Retail Trading Frenzy to Growing ESG Trends, What Will be in Proxy Season 2021?

New survey from Broadridge unearths the sentiments of newer and younger retail investors