Managers of Wealth Americas

American Portfolios Boosts Offerings: Tech Roundup

Via an upgrade to Xtiva Reward, American Portfolios will “leverage next-generation compensation tools purposely built for modern financial services organizations,” the firms said.

Family Offices Have Been Investing In Digital Assets Longer Than Institutions

Just own the best performer and not get wed to an intellectual side that might leave you weeping the performance dust because you thought you were smarter than the market.

Global Digital Bank, FV Bank Receives Regulator Permission to Provide Digital Asset Custodial Services

FV Bank account holders will be provided cryptocurrency deposit addresses for each digital asset they wish to hold in their accounts.

Cognizant Acquires Inawisdom

Amazon Web Services Premier Consulting Partner Brings New Data Analytics and AI-Driven Decision-Making Capabilities, Expanding Client Services in Europe

Bitcoin tycoon Mike Novogratz breaks down how the pandemic accelerated the cryptocurrency revolution

Bitcoin bull Mike Novogratz explained two pandemic-induced trends that accelerated the "cryptocurrency revolution" during a Real Vision interview published Friday.

SS&C GlobeOp Forward Redemption Indicator: December notifications 3.95%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

Missouri Farm Bureau Selects SS&C for Insurance Accounting

Insurer moves to SS&C SmartSource powered by SS&C’s Singularity for investment accounting services

Quontic Bank launches Bitcoin rewards checking account

Digital banking outfit Quontic has become the first FDIC-insured financial institution in the US to launch a Bitcoin rewards debit card.

QUODD Financial partners with SS&C Technologies to offer enhanced data service for retirement clients

QUODD sources data directly from the fund company or their transfer agent.

SS&C GlobeOp Hedge Fund Performance Index

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.05% in December.

JPMorgan Says MassMutual’s Bitcoin Foray Signals Widening Demand

“One can see the potential demand that could arise over the coming years as other insurance companies and pension funds follow MassMutual’s example.”

Selectapension bought by Canadian software company

Founded in 2004, Selectapension offers software for pensions and investments planning to the financial advice profession.

Wealth Manager: Are You Ready To shape Your Future?

Read about their discussion in this report

SEI Unveils Enhanced User Interface for the Archway Platform

SEI’s Archway Platform and suite of family office services are leveraged by hundreds of family offices and high-net-worth families.

Pacific Premier Trust to Convert Wealth Business to SEI Wealth Platform

SEI's Modern Technology Offering and Robust Integration Strategy Key to Growth

SS&C Announces New Blue Sky Portal

Dedicated technology solution for compliance with state Blue Sky laws to enhance the client experience

Bank of America launches cross-border payments tracker with Swift gpi

The CashPro enhancements coincide with an expansion of Bank of America’s SWIFT gpi international coverage supporting 140+ currencies worldwide.

Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

New offering brings together three powerful technologies for a personalized, end-to-end solution

Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors

New offering leverages technology to help advisors deliver efficient 401(k) plan investment-management solutions across diverse client needs

SS&C Intralinks Sees Mergers & Acquisitions Increasing in 2021

Latest SS&C Intralinks Deal Flow Predictor forecasts an 18 percent increase in worldwide M&A announcements in H1 2021

FinTech