Managers of Wealth Americas

Invesco to consolidate technology offerings under a single brand

Invesco is to consolidate five disparate software businesses acquired over the past few years into a single financial advisory technology unit, Inteliflo.

Capgemini Strengthens Its Strategic Partnership With Microsoft in North America

This expansion combines the power and innovation of Microsoft’s industry-leading technology and Capgemini’s global expertise in multiple industries such as manufacturing, retail and financial services.

Canadian challenger Koho adds to product line with fee-free savings account

The average interest rate offered by the big banks is only 0.05%, leaving Canadian consumers with a banking system that has not effectively evolved with their current needs.

Northern Trust partners Two Sigma to provide quantitative analytics tech to clients

The Two Sigma relationship already supports a number of mutual clients and is an extension of Northern Trust Whole Office

Objectway recognised by Celent among the leaders in Wealth Management Solutions in North America

Objectway WealthTech Suite Commended For Completeness And Usability

MoneyLion Unlocks the Exclusivity of a Private Banking Experience for All with Acquisition of Wealth Technologies Inc.

Data-driven, digital financial platform utilizes AI and predictive analytics to bring institutional quality, personalized short- and long-term advice to hardworking Americans

Hazeltree and Goldman Sachs TxB partner to streamline treasury management and global payments

"Partnering with Goldman Sachs Transaction Banking allows us to deliver integrated treasury and payments solution, in a cost-effective and scalable manner, which is critically important for of our clients."

WIPRO to Acquire CAPCO

Wipro to be one of the largest providers of integrated, end-to-end consulting, digital, cloud and IT transformation services at scale

Consumers Experiment with Digital Amid the Pandemic But Companies Miss the Mark on CX, Annual Broadridge CX Study Finds

Companies need to create compelling digital experiences for consumers to make the switch to paperless

New Tool Helps Banking Providers Capitalize on Charitable Giving

Americans' benevolence and generosity adds up to roughly $500 billion in annual donations to charities. Seizing on this trend, a cloud-based startup aims to make philanthropy as easy as online banking — for consumers and retail financial instit

Broadridge's LTX Granted Patent for Innovative RFX Protocol to Significantly Improve Corporate Bond Trading

Patent covers next-generation AI and cloud technology to power RFX digital trading protocol capabilities, going beyond the limitations of other trading platforms in measuring pre-trade liquidity and promoting best execution

JPMorgan goes ‘out of this world’ to test blockchain tech; may set stage for payments between IoT devices

The transaction was made utilising the company’s GOMX-4 satellites instead of JPMorgan sending its own satellites in space.

State Street Named Fund Administrator and Transfer Agent for VanEck’s Bitcoin Trust ETF

Collaboration Reinforces State Street’s Broader Strategy for Cryptocurrency and Digital Assets

Pathstone Announces the Addition of Cornerstone Capital Group

Growing Smart(ly) in a Way That Matters

SS&C Intralinks Sees Continued Strength in Mergers & Acquisitions Activity through Q2 2021

We anticipate positive M&A volume across most territories through Q2 2021 and are looking at new ways in forecasting deal volume through these unique times.

RBC selects FactSet as market data and technology provider for wealth management

The multi-year agreement also encompasses FactSet’s Advisor Dashboard, which will provide RBC’s wealth management teams with a holistic view of their entire client base.

Harvey Nash / KPMG CIO Survey 2020: Asset Management

How asset managers are adjusting their IT priorities in response to COVID-19.

Front-to-Middle Office Platforms: North American Wealth Management Edition

Vendors providing the front-to-middle office platforms for these financial institutions (FIs) must deliver a solution that produces an exclusive client experience.

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.

FinTech