Search Results for: client account information

d1g1t Launches Trading Unified Managed Accounts Framework
Finance Fintech News Trading

d1g1t Launches Trading Unified Managed Accounts Framework

PR Newswire
by PR Newswire0
The New Framework Provides a Simpler Way to Manage Complex Investment Strategies d1g1t a leading wealth management technology company today announced the launch of its Trading Unified Managed Accounts (UMA) framework, which is natively integrated into the d1g1t enterprise wealth management platform. The UMA framework enables portfolio managers to implement......
Broadridge Launches New Digital Asset Information Platform to Help Financial Intermediaries Comply with Regulatory Guidelines
Digital Asset Management Finance Fintech News

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

PR Newswire
by PR Newswire0
The Broadridge ClearFi solution provides investors with user-friendly information on digital assets. Broadridge Financial Solutions, Inc. (NYSE: BR), today announced the launch of Broadridge® ClearFi (“ClearFi”), a new suite of products to help financial intermediaries operating within the Digital Asset space to get out ahead of current and emerging disclosure regulations.......
Thomson Reuters Acquires Materia - A Specialist in Agentic AI for the Tax, Audit and Accounting Profession
Artificial Intelligence Fintech News

Thomson Reuters Acquires Materia – A Specialist in Agentic AI for the Tax, Audit and Accounting Profession

PR Newswire
by PR Newswire0
Thomson Reuters Corporation, a global content and technology company, announced it has acquired Materia, a US-based startup that specializes in the development of an agentic AI assistant for the tax, audit and accounting profession. This transaction, which is complementary to Thomson Reuters AI roadmap, accelerates Thomson Reuters vision for the......
PNC Bank Launches Akoya Integration for PINACLE Connect to Provide More Secure, Transparent Data Access for Corporate Clients
Banking Fintech News

PNC Bank Launches Akoya Integration for PINACLE Connect to Provide More Secure, Transparent Data Access for Corporate Clients

PR Newswire
by PR Newswire0
PNC Bank and Akoya announced the expansion of their existing integration to support corporate data sharing through the Akoya data access network. This feature enhances the ability of corporate clients to securely share their financial data with third parties, including fintechs and data aggregators, that power platforms they use to......
WNS and Uniqus Join Forces to Offer Sustainability and Technical Accounting & Reporting Consulting Services
Compliance management Fintech News

WNS and Uniqus Join Forces to Offer Sustainability and Technical Accounting & Reporting Consulting Services

Business Wire
by Business Wire0
WNS (Holdings) Limited, a leading provider of global digital-led Business Process Management (BPM) solutions, and Uniqus Consultech Inc. (Uniqus), a tech-enabled global platform that offers consulting solutions in the accounting & reporting, finance operations, governance, risk, and ESG domains, announced their strategic relationship to offer a comprehensive suite of services......
Galileo Launches Instant Account Verification and Machine Learning Risk Score to Secure Financial Transactions Amid Escalating Cyber Threats
Fintech Machine Learning News Security

Galileo Launches Instant Account Verification and Machine Learning Risk Score to Secure Financial Transactions Amid Escalating Cyber Threats

Business Wire
by Business Wire0
New tools deliver real-time fraud detection for fintechs, banks and businesses and maintain frictionless account experiences for customers Galileo Financial Technologies, a leading financial technology company and a subsidiary of SoFi Technologies, is delivering fintechs, banks and businesses new ways to fight fraud with the launch of Galileo Instant Verification......
SafeSend Announces SafeSend One: New AI-Powered Tools for Tax and Accounting Professionals
Artificial Intelligence News

SafeSend Announces SafeSend One: New AI-Powered Tools for Tax and Accounting Professionals

Cision PRWeb
by Cision PRWeb0
SafeSend, the leading provider of automation technology for tax and accounting professionals, announced the launch of SafeSend One featuring the groundbreaking Next Gen Gather AI. SafeSend One the next evolution of the SafeSend Suite, automates the entire tax process, from taxpayer document gathering, integrations with tax preparation leaders, to tax......
Solix ECS Is First to Deliver Affordable, Enterprise-Grade, Intelligent Document Management for Accounting and Finance Teams
Artificial Intelligence Finance Fintech News

Solix ECS Is First to Deliver Affordable, Enterprise-Grade, Intelligent Document Management for Accounting and Finance Teams

PR Newswire
by PR Newswire0
Solix is Democratizing Access to Powerful Document Management and Processes with Cloud & AI for Enhanced Productivity, Security, and Compliance. Enterprise-grade document management is finally available to all. Solix Technologies, a global leader in cloud data management and AI solutions, is excited to announce the launch of Solix ECS – an......
Failure to Keep Pace with Technology Seen as Biggest Risk to Accounting Professionals, According to 2024 Intuit QuickBooks Survey
Finance Fintech News

Failure to Keep Pace with Technology Seen as Biggest Risk to Accounting Professionals, According to 2024 Intuit QuickBooks Survey

Business Wire
by Business Wire0
Amid economic uncertainty, tech skills seen as crucial for growth in the industry A new Intuit QuickBooks survey shows that while the accounting industry has felt the shockwaves of changing economic conditions, accounting professionals believe that failure to keep pace with technological advancements is the greatest risk to the industry......
FinQuery Unveils Automated Catch-Up Lease Actions for Streamlined Accounting
Finance Fintech News

FinQuery Unveils Automated Catch-Up Lease Actions for Streamlined Accounting

Business Wire
by Business Wire0
Latest lease functionality ensures financial data remains up-to-date, accurate, and compliant, regardless of when the lease information is recorded. In an innovative step forward for lease accounting, FinQuery, formerly LeaseQuery, announces the launch of its first-to-market automated catch-up functionality, revolutionizing the way accountants handle lease changes. This latest feature introduces......
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