Managers of Wealth Americas

SS&C GlobeOp Forward Redemption Indicator: August notifications 3.08%

The next publication date is September 22, 2020.

Banks Emerge As The Digital-First Leaders Other Industries Will Emulate

Over a few short months, banks have made tremendous progress in digitally transforming themselves.

FIS Speeds Access to Advanced Technology for Community Banks with New ClearEdge Solution

“ClearEdge takes that commitment to the next level with a powerful offering that we believe will be a game-changer for many community banks,” Lee added.

Real-Time Payments Gaining Traction Among Businesses

Survey from Citizens Commercial Banking finds nine out of 10 businesses interested in new payment standard

Warren Buffett Buying Gold May Push Bitcoin to $50K, Investors Say

Warren Buffett’s Berkshire Hathaway sold bank stocks to buy a gold mining company, which will indirectly boost the price of Bitcoin, investors say.

Is your cultural foundation strong enough for the disruption ahead?

The customer experience is a vital way for firms to differentiate themselves and build long-term relationships with clients.

Sales Software Startup Gong Reaches $2.2 Billion Valuation After Seeing Revenue Triple During The Pandemic

Coatue led the Series D funding that takes Gong’s valuation to $2.2 billion from $750 million after its previous round.

SS&C GlobeOp Hedge Fund Performance Index

The SS&C GlobeOp Hedge Fund Performance Index is transparent, consistent in data processing, and free from selection or survivorship bias. Its inception date is January 1, 2006.

How Intelligent Automation Is Transforming Banks

Nitin Rakesh, a distinguished leader in the IT services industry, is the Chief Executive Officer and Director of Mphasis.

Broadridge Reports Fiscal 2020 Results

Recurring fee revenues increased 10% to $3,036 million from $2,760 million.

TD Bank inks customer financial data-access deal with Finicity

TD Bank’s agreement with Finicity is in response to its customers’ need to leverage stored data for digital financial services, without compromising on data protection.

SkyStem Wins "Best Month-End Close and Reconciliation Solution"

SkyStem's solution ART wins the Fintech Award for "Best Month-End Close and Reconciliation Solution" by Wealth and Finance International.

Advanced Investment and Wealth Management Solutions from HashCash

HashCash Consultants presents a plethora of superior and futuristic solutions for global enterprises through an advanced suite of investment and wealth management services powered by technological innovation.

Russell Investments selects Vestmark to power personalised managed accounts with tax-managed overlays

Jung said Russell Investments’ PMA aims to serve wealth management firms and their advisors with the institutional-caliber solutions that have made the firm a global leader in outsourced investment management.

SS&C Announces Expanded Black Diamond Integrations with Schwab Advisor Center

These integrations provide users of Schwab’s custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.

Goldman Sachs plans to issue its own cryptocurrency

Goldman Sacks expects the financial system to move to the blockchain within ten years

The Next Evolution of Wealthtech Integrations

The rise of robo-advisors in the mid-2010s helped accelerate this trend.

JPMorgan is building out its blockchain engineering team

The array of new roles suggests that JPM may instead be focusing on building blockchain products inhouse as it, develops "the next generation of distributed platforms."

Crypto equity investing platform BnkToTheFuture switches to First Digital Trust

The move marks an important milestone in strengthening trust for investors as the fragile reality of traditional banking value-chain becomes more evident.

Smarter Lending for a Better Economy

Digital banking technology has allowed financial activities to become more automated and less visible.

FinTech