Managers of Wealth Americas

‘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

BNY Mellon and Saphyre Leverage AI to Revolutionize Client Onboarding

BNY Mellon's work with Saphyre aims to create true savings for our custody clients and truly expedite the client onboarding process.

Pershing Announces First-Of-Its-Kind Advisory Solution

The multi-custodial solution will enable seamless management of fee-based investment advisory accounts

SS&C Surpasses 50 Clients on its Digital Accounting, Analytics and Operations Platform, Singularity

Momentum continues as insurers re-align operating models amid continued expansion into alternative assets

Happy State Bank selects Finboa to improve fraud prevention rate

“By improving regulatory compliance with FINBOA, Happy State Bank was able to meet their automation needs as well as increase total payment transactions for the bank by about 33%,”

Broadridge Expands Wealth Management Capabilities

Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors

El Salvador approves first law for bitcoin as legal tender

Bukele has touted the use of bitcoin for its potential to help Salvadorans living abroad to send remittances back home

US Bank doubles down on video banking during pandemic

US Bank has introduced a co-browsing feature that lets customers share their screen with, and see live video of, an employee.

Fighting the 21st century battle. Investing in cyber protection

The Halftime Report investment committee highlights how they’re investing in this theme.

Fintech Success In Latin America Opens Doors For US Venture Funds

He sees a compelling story happening in Latin America around fintech over the next 20

Eaglebrook and Alto Team Up to Provide Bitcoin, Ether In Retirement Accounts

Just weeks after an announcement with Dynasty Financial Partners, Eaglebrook is partnering with Alto Solutions to provide tax-advantaged crypto SMAs.

First Citizens Launches Streamlined Solution for Securities-Based Lines of Credit

With the First Citizens Easy Access Line, clients will also be able to borrow money using their own First Citizens-managed non-retirement investment portfolio as collateral.

Morgan Stanley and Microsoft Collaborate to Accelerate Cloud Transformation

Companies co-innovating to support Morgan Stanley's digital transformation and propel financial services industry forward by bringing together world-class technology solutions and engineering teams

Bank of Clarke County advances credit card capabilities with Corserv

Bank of Clarke County is using our program to provide better credit card products and service to their local businesses, municipalities, and consumers.

FinTech