Search Results for: performance reporting

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting
Investment Services Investments News

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting

Fintech News Desk
by Fintech News Desk0
Advisors can review client portfolio returns across multiple class levels and compare performance with market indices, blended or static benchmarks Zephyr, a subsidiary of Informa plc , and a recognized leader in providing data, insight, and analysis to investment professionals via its financial services platform, announced the release of Portfolio......
Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data
Investment Services News

Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data

PR Newswire
by PR Newswire0
Dynamic performance reporting is the “wow factor” in presenting financial goals to clients versus a static page report or presentation Zephyr, a subsidiary of Informa plc, and a recognized leader in investment management and reporting software for financial advisors and wealth managers, unveiled enhanced performance reporting capabilities allowing Zephyr software subscribers......
Janney Taps SS&C for Investment Performance Measurement and Reporting
Investments News

Janney Taps SS&C for Investment Performance Measurement and Reporting

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc. announced Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, chose SS&C to service its investment performance and reporting. Janney will leverage SS&C’s performance measurement and client reporting technology and outsourced operational services for its wealth management business. “SS&C offers a strong......
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......
JustPaid.io, AI Revenue Platform, Launches Groundbreaking Investor Update Tool to Streamline Founder Reporting
Fintech News

JustPaid.io, AI Revenue Platform, Launches Groundbreaking Investor Update Tool to Streamline Founder Reporting

PR Newswire
by PR Newswire0
JustPaid, the leading financial management platform for startups, announced the launch of its new investor update tool, a revolutionary solution designed to simplify the time-consuming process of drafting investor reports. The JustPaid investor update tool leverages advanced AI technology to automatically aggregate financial data from a company’s bank accounts and......
Cacheflow Launches Revenue Recognition to Simplify Accounting and Automate Financial Reporting
Fintech News

Cacheflow Launches Revenue Recognition to Simplify Accounting and Automate Financial Reporting

Business Wire
by Business Wire0
Partners with APPropoz REVvue to Automate Tracking and Reporting of Revenue for Salesforce Customers Cacheflow launched its Revenue Recognition product in partnership with APPropoz REVvue to provide software companies with a completely integrated quote-to-cash and revenue recognition solution. “REVvue is a powerful native Salesforce.com application that automates revenue management, forecasting,......
Wolters Kluwer launches CCH Tagetik Tax Provision & Reporting Solution
Finance Fintech News

Wolters Kluwer launches CCH Tagetik Tax Provision & Reporting Solution

Business Wire
by Business Wire0
New solution bridges the gap between financial and group tax reporting Wolters Kluwer, a global leader in information, software, and services for professionals, today announced that it has launched CCH® Tagetik Tax Provision & Reporting. This new solution supports companies that are seeking to streamline group tax provision and accounting processes......
insightsoftware Launches ESG Reporting Solution, Providing Robust Data Management, Compliance Confidence, and Automated Reporting
Finance Fintech News

insightsoftware Launches ESG Reporting Solution, Providing Robust Data Management, Compliance Confidence, and Automated Reporting

GlobeNewswire
by GlobeNewswire0
Now available for European Union businesses, insightsoftware ESG reduces the burden of reporting and enhances an organization’s reputation with stakeholders insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, today announced its Environmental, Social, and Governance (ESG) solution. Initially focused on organizations impacted by the coming Corporate......
Wolters Kluwer Expands CCH Tagetik ESG & Sustainability Solution to Include Carbon Emission Reporting Requirements
Fintech News

Wolters Kluwer Expands CCH Tagetik ESG & Sustainability Solution to Include Carbon Emission Reporting Requirements

Business Wire
by Business Wire0
CCH Tagetik ESG & Sustainability for Carbon Emissions enables advanced data management of Scope 1, 2 and 3 emissions Wolters Kluwer, a global leader in information, software, and services for professionals, announced that it has launched CCH Tagetik ESG & Sustainability for Carbon Emissions. This new solution supports companies seeking......
OneStream Software’s New Approach to Narrative Reporting Increases Strategic Impact of the Office of the CFO
Finance Fintech News

OneStream Software’s New Approach to Narrative Reporting Increases Strategic Impact of the Office of the CFO

Business Wire
by Business Wire0
New Narrative Reporting unlocks live analysis of corporate performance drivers; connects traditionally disjointed data and documentation for real-time review and editing OneStream Software, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions, including financial close, consolidation, reporting, planning and......
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