back Back

5 notable wealth management companies across the Americas

By Edlyn Cardoza

August 11, 2022

  • Aladdin Wealth
  • B2B
  • Blackrock

B2B, FinTech, Financial Services, Aladdin Wealth, BlackRock, Wealth Business, Broadridge, Financial Institutions, InvestCloud, MIMICS, SS&C, Global Wealth Platform, USAA professional service provided by wealth managers, including investment planning, accounting, tax planning, estate planning or retirement planning, and portfolio and financial services management provided to business owners or a corporate for one set fee, is called wealth management. Wealth managers may work individually or as part of a small-scale business or a large firm. Based on the nature of the business, wealth managers may function under different titles, which include financial consultant or financial adviser.

B2B FinTech companies play a vital role in the future of financial services. Small business owners are typically solely responsible for their wealth management, and they do not benefit from employer programs from retirement to investing to planning for significant life events. Furthermore, wealth management is complicated because small business owners’ wealth is often tied solely to their business.

Here are 5 notable wealth management companies across the Americas:

Aladdin Wealth is a platform powering the future of wealth management. Aladdin Wealth is transforming wealth businesses and changing how advisors engage with individual investors, built on the portfolio and risk analysis technology used by BlackRock and sophisticated institutions globally.

Broadridge, a global FinTech leader with $5 billion in revenues, helps clients get ahead of today’s challenges to capitalise on what’s next with communications, technology and data and analytics solutions that help transform their businesses. Broadridge handles millions of daily trades involving trillions of dollars, delivers essential communications for over 5,000 brands, and manages shareholder voting in 90 countries.

InvestCloud is transforming the financial industry’s approach to digital. InvestCloud is a singular, no-code software platform for Digital and Commerce enablement within the financial sector. With its cloud-native, multi-tenanted platform, they are changing the approach to digital for the world’s largest banks, wealth managers and asset managers – empowering them to leverage and leapfrog decades of technology debt and meet the elevated needs of today’s and tomorrow’s end clients.

MIMICS provides financial software for the financial services industry in the U.S. and overseas. MIMICS develops & supports software products for financial planning, accounting & banking operations, including Stockholder Accounting, Portfolio Management, Trust, Pension Administration, Loan Management, Trading Investment, Money Desk, Investment Bank, Treasury Management, Accounting, Customer Relationship Management & Property Management Software Systems.

SS&C is a global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. SS&C’s Global Wealth Platform is its comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database from a single provider. An integrated wealth solution to streamline your investment process on a single wealth management platform. GWP bridges your front, middle and back offices and ensures data consistency across all phases of the investment process.

ALSO READ: Wealth Management & Private Banking Systems Report Q2 2022

Previous Article

August 11, 2022

EQIFi partners with enabling users to shop with crypto on Amazon, Walmart and more

Read More
Next Article

August 11, 2022

Revolut states almost 1.5m customers from 32 countries have completed the ‘Learn & Earn’ course

Read More

IBSi Daily News Analysis

February 20, 2024

Aladdin Wealth

GCC banking landscape: UAE and Qatar lead in net sentiment

Read More

IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
Subscribe Now

Other Related News

February 21, 2024

The IBS Intelligence Webinar: Open Banking in the Middle East

Read More

February 21, 2024

IBS Intelligence Case Study: Comviva’s mobiquity helps Qatar National Bank launch its digital wallet

Read More

February 21, 2024

Why banking Industry needs to prioritize risk culture reform

Read More

Related Reports

Sales League Table Report 2023
Know More
Global Digital Banking Vendor & Landscape Report Q4 2023
Know More
Wealth Management & Private Banking Systems Report Q4 2023
Know More
IBSi Spectrum Report: Supply Chain Finance Platforms Q4 2023
Know More
Treasury & Capital Markets Systems Report Q4 2023
Know More

IBSi Sales League Table

The industry acknowledged barometer of global banking technology vendor performance!
Get your copy now!
Get your copy now! IBSi Sales League Table 2023