Category : Investments

Prophix Sets a New Benchmark for Financial Performance Management with Prophix One FP&A Plus
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Prophix Sets a New Benchmark for Financial Performance Management with Prophix One FP&A Plus

PR Newswire
Effortless financial planning & analysis for the midmarket, Prophix One FP&A Plus unlocks business growth opportunities by solving complex challenges with speed and precision Prophix, a leading innovator in financial performance management, announced immediate availability of Prophix One™ FP&A Plus, the newest financial planning and analysis application for Prophix One,......
AI must be better integrated into investment process, new buy-side survey by SimCorp shows
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AI must be better integrated into investment process, new buy-side survey by SimCorp shows

PR Newswire
A new report surveying 200 global buy-side operations leaders reveals that the majority (75%) understand the potential benefits of integrating AI, but need more information to integrate it into their investment processes. The respondents qualitatively highlighted a need for AI to support with investment analysis, decision making, risk management, data......
Payroc Partners with Biller Genie to Streamline Accounts Receivable for QuickBooks Merchants
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Payroc Partners with Biller Genie to Streamline Accounts Receivable for QuickBooks Merchants

Cision PRWeb
New Integration with Payroc Gateway Enhances Payment Solutions and Reduces Processing Costs Payroc, a leading payments technology company, has announced a strategic partnership with Biller Genie, a cloud-based accounts receivable automation platform, to offer QuickBooks merchants a more streamlined payment experience. This integration with the Payroc Gateway provides an all-in-one......
More Businesses Are Breaking Free from Basic Accounting Software and Graduating to Acumatica Cloud ERP
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More Businesses Are Breaking Free from Basic Accounting Software and Graduating to Acumatica Cloud ERP

Business Wire
Acumatica customers Mid-States Companies, IOC Construction and Happy Valley Embrace Cloud ERP to Transform Operations and Accelerate Success An increasing number of small and mid-sized businesses (SMBs) are outgrowing their basic accounting software due to evolving operational needs. For many organizations, graduating to a comprehensive cloud ERP solution such as Acumatica is......
Caseware Appoints David Marquis as Chief Executive Officer
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Caseware Appoints David Marquis as Chief Executive Officer

GlobeNewswire
-Accounting software veteran to lead the company -Industry shifts towards Caseware’s AI-enabled cloud solutions which are driving time savings, higher quality and improved talent retention Leading global audit, analytics and accounting software provider Caseware has unveiled the appointment of David Marquis as Chief Executive Officer. Marquis transitions to Caseware after five......
Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
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Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors

Business Wire
Morningstar, Inc., a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application streamlines key tasks such as conducting research, building and analyzing portfolios, and generating client proposals. Direct Advisory Suite is built on the foundation of......
Bluefin Announces Integration to Visa Platform Connect to Deliver PCI-Validated Point-to-Point Encryption Globally
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Bluefin Announces Integration to Visa Platform Connect to Deliver PCI-Validated Point-to-Point Encryption Globally

Business Wire
Multi-acquiring collaboration also includes integration to Cybersource for e-commerce Fraud Management and Payment Security Bluefin, the integrated payments pioneer in PCI-validated Point-to-Point (P2PE) encryption and tokenization services that protect payments and sensitive data, announced the integration of their international payment gateway to Visa Platform Connect. The solution initially delivers PCI-validated point-to-point encryption......
Brex Secures $235 Million Credit Facility with Citi and TPG Angelo Gordon to Accelerate Card Product Growth
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Brex Secures $235 Million Credit Facility with Citi and TPG Angelo Gordon to Accelerate Card Product Growth

PR Newswire
Brex, the modern corporate card and spend management platform for startups and enterprises, today announced the closing of a two-year, $235 million revolving credit facility. Citi serves as senior lender for the credit facility, joined by TPG Angelo Gordon as a participating lender. This credit facility, combined with Brex’s existing warehouse facilities......
Moody’s to Acquire CAPE Analytics, Adding AI-Powered Geospatial Property Risk Intelligence to Its Industry-Leading Insurance Risk Models
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Moody’s to Acquire CAPE Analytics, Adding AI-Powered Geospatial Property Risk Intelligence to Its Industry-Leading Insurance Risk Models

Business Wire
Moody’s Corporation announced that it has entered into an agreement to acquire CAPE Analytics, a leading provider of geospatial AI intelligence for residential and commercial properties. The acquisition will bring together Moody’s industry-leading Intelligent Risk Platform and catastrophe risk modeling for the insurance sector with CAPE’s cutting-edge geospatial AI analytics,......
Float Financial Announces $70 Million Investment Round Led by Growth Equity at Goldman Sachs Alternatives to Build Canada’s Most Complete Business Finance Solution
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Float Financial Announces $70 Million Investment Round Led by Growth Equity at Goldman Sachs Alternatives to Build Canada’s Most Complete Business Finance Solution

Business Wire
Growth Equity at Goldman Sachs Alternatives leads this funding round of over CAD$70M, joined by other prominent investors including OMERS Ventures, FJ Labs, Garage Capital and Teralys. With the CAD$50M credit facility announced in February 2024—bringing total funding to over CAD$120M in the past year—this investment highlights Float Financial’s significant......
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