Managers of Wealth Americas

AmEx inks data sharing deal with MX

American Express has formed an API-powered data access agreement with MX Technologies, enabling customers to connect their accounts to third-party providers.

AmEx inks data sharing deal with MX

American Express has formed an API-powered data access agreement with MX Technologies, enabling customers to connect their accounts to third-party providers.

Broadridge Named a Category Leader by Chartis in Collateral Management Systems

The report evaluates the leading products offered in corporate, small and medium enterprise lending, syndicated lending and private/non-bank credit.

Broadridge Launches New Collective Investment Trust Index Funds Powered by Northern Trust Investments, Inc.

In conjunction with Northern Trust, funds provide low expense ratios and no investment minimums for advisors and plans of all sizes

US shares and Bitcoin hit record highs on Trump win

Higher rates for longer mean investors will get better returns on savings and investments they hold in dollars.

Instant Payments Surge to 73% Adoption: Can Security Keep Up?

To remain competitive, 75% of merchants emphasise the importance of offering a diverse array of payment options and robust fraud prevention mechanisms.

Goldman Sachs takes quantum leap on options pricing

Goldman Sachs has conducted research on the application of quantum computing in the options priing market.

Coinbase legal chief points finger at FDIC in alleged crypto banking blocks

FDIC’s “pause letters” are claimed to be part of a larger effort aimed at limiting crypto growth.

Broadridge Launches New Digital Asset Information Platform to Help Financial Intermediaries Comply with Regulatory Guidelines

The Broadridge® ClearFi solution provides investors with user-friendly information on digital assets.

Broadridge Completes Acquisition of Kyndryl SIS

The acquisition further emphasizes Broadridge’s commitment to providing leading solutions to the Canadian financial services market that enable simplification and innovation

Wells Fargo rolls out Paze online checkout option to customers

Wells Fargo is not the only lender rolling out the technology to its customers

Devexa launches wealth management customer support capabilities

The new features, which are readily available out-of-the-box via the Devexa widget, include historical performance charts, asset allocation views, and market value tracking, all with flexible time filtering.

Citi and Google Cloud Announce Strategic Agreement to Modernize Citi's Technology Infrastructure and Drive Innovation

Citi will use Google Cloud's Vertex AI platform to deliver generative AI capabilities across the company

SEI Launches Generative AI Framework to Enhance Operational Excellence

SEIGPT Boosts Productivity and Efficiency for SEI and Clients

iCapital seals deal to scoop up AltExchange

Lawrence Calcano, chairman and CEO of iCapital, emphasized how its newest partnership with AltExchange can help clients collect, extract, and organize their data more efficiently.

FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies

New solution expands FusionIQ's portfolio of easy-to-implement products, bridging the gap between payments and wealth management.

Amplify Welcomes Kingswood Wealth Advisors to All-in-one Wealthtech Platform

Global wealth manager with $2B in US AUM will utilize Amplify to enable the next generation of tech-forward advisors

FreeWill Launches Estate Planning Platform Estately

Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period

Envestnet rolls out customizable options strategy for HNW clients

This new Options QP strategy, which will allow advisors to build better portfolios around low-cost basis shares and other investment needs, is a great addition to our suite of personalized solutions

Nasdaq to Join the American Bankers Association’s Partner Network as a Premier Partner

ABA members will also have the chance to learn more about Nasdaq’s suite of corporate governance solutions.

FinTech