Managers of Wealth Americas

SS&C ALPS Advisors Announces Active REIT ETF (REIT)

Partnership with GSI Capital Advisors and Blue Tractor will support expansion into active ETFs

intelliflo combines five digital wealth businesses under one brand

Intelliflo UK’s Intelligent Office becoming intelliflo office – which streamlines the entire advice process, allowing users to enter client’s data once, and use it for many different purposes, all within a single, time-saving system.

The Mobile Finance Apps That Banks Don’t Know Their Customers Use

Bankers may be familiar with consumers’ rate of fintech adoption, but they’re often unaware how this fintech activity impacts the financial institutions they work for.

New unicorn Axonius raises $100M to expand its cybersecurity asset management platform

The platform allows information technology and security teams to see devices for what they are in order to manage and secure them through a unified, extensible and open system.

Chartis Research recognizes SS&C Algorithmics Balance Sheet Risk Management

The company demonstrates that innovation is a continuous process.

FIS Unity Wealth Management Platform Named Best Technology Platform for Family Offices at Private Asset Management Awards

Award applicants were judged on innovation, market response, business growth, positive client feedback and future development possibilities.

Wealth management solution provider goes public via SPAC

Apex empowers its clients

Taking The On-Ramp To Financial Modernization

Many of the tools now being used to accelerate modernization initiatives were already available, though perhaps not widely adopted.

Financial Services Firms That Invested in Emerging Technologies Profited in 2020, New Broadridge Study Finds

Widening gap emerges between Leaders and Non-leaders

Broadridge Next-Gen Technology Adoption Survey

Firms are now shifting priorities based on the benefits achieved to date.

Prudential Financial preps $185 million contribution to pension plans

The company contributed about $205 million in 2020 and $280 million in 2019.

Six Strengthens ESG and Alternative Data Offering with Investment in Orenda

Orenda delivers real-time, high frequency ESG scores and insights into a company’s reputation to help measure the sustainability and societal impact of an investment.

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: February notifications 2.37%

The 2.37% reading for February 2021 also marks the eighth consecutive month of lower year-over-year redemptions, as well as the lowest redemption level for any month of February since the Forward Redemption Indicator’s inception in 2006.

How banks are harnessing artificial intelligence

Financial services firms are using AI to create smart trading platforms and identify client needs

Americans are becoming increasingly bullish on cryptocurrency as bitcoin soars to new records

"Bitcoin and other currencies are intended to have several uses, not least ease of exchange, purchase, and liquidity."

TCG welcomes new member Goldman Sachs as it focuses on FinTech security for the first time

By joining TCG, they will play a pivotal role in defining and shaping the security measures needed specifically for the banking financial services sector.

Broadridge Launches Wealth Lending Network Marketplace

New offering with The Bancorp extends market access to Securities-Based Lending

C-Suite Executives Weigh In On The Pandemic’s Impact By Holly Washington

Firms have had to get creative to sustain collaboration, leveraging technology where possible.

FundCount named best partnership accounting system at the Private Asset Management 2021 Awards

FundCount is unique in its ability to support all asset classes and private investment structures within one unified accounting, general ledger and reporting system.