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Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
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......
Justpaid Announces Investment and Seamless Integration With Dropbox
Fintech Investment Services News

Justpaid Announces Investment and Seamless Integration With Dropbox

PR Newswire
by PR Newswire0
JustPaid, the Y Combinator-backed leading financial management platform for startups, announced a new product integration with Dropbox, further strengthened by a recent investment from the brand. This partnership is designed to transform how businesses handle their billing and invoicing workflows, providing a streamlined solution from contract signing to payment collection. JustPaid’s......
The AI Tipping Point: Half of CFOs will axe AI investment if it doesn't show ROI next year
Artificial Intelligence Finance Fintech News

The AI Tipping Point: Half of CFOs will axe AI investment if it doesn’t show ROI next year

PR Newswire
by PR Newswire0
4 out of 5 organizations are set to increase AI investment, but CFOs ‘don’t know where to start’ 31% lack clear strategic vision for AI within the finance function This uncertainty is preventing 41% of finance leaders from prioritizing AI investment 75% of CFOs want greater investment in AI to focus more......
Marosa secures investment from Aquiline to accelerate growth and expand VAT compliance solutions
Finance Fintech Investments News

Marosa secures investment from Aquiline to accelerate growth and expand VAT compliance solutions

PR Newswire
by PR Newswire0
Marosa 2024 S.L. (“Marosa”), a leading provider of VAT compliance and e-invoicing technology solutions, today announced it has secured a €12 million investment from Aquiline, a private investment firm specializing in financial services and technology. This funding represents Marosa’s first external capital raise and will help accelerate its growth strategy, expand compliance software......
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......
Serrala and NTT DATA Implement Advanced Accounts Receivable Solutions for Transpetro
Finance Fintech News Robotic Process Automation

Serrala and NTT DATA Implement Advanced Accounts Receivable Solutions for Transpetro

EIN Presswire
by EIN Presswire0
Serrala & NTT DATA implement FS² AutoBank and FS² Collections & Disputes at Transpetro, enhancing financial automation, efficiency, and transformation. Serrala, a global leader in finance process automation software, proudly announces the implementation process of its Accounts Receivable solutions FS AutoBank and FS Collections & Disputes for Transpetro, Brazil’s leading......
Artificial Intelligence Banking Finance Fintech Guest Posts

Keeping up with AI in Accounting: 5 Crucial Skills to Learn

Paul Wnek
by Paul Wnek0
By Paul Wnek, founder, CEO and principal solutions architect at Expand AP A recent World Economic Forum survey showed 85 percent of financial services organizations were using some form of AI and 77 percent believe that AI will become an essential part of their business in the next two years.......
Artificial Intelligence Banking Finance Fintech Guest Posts

8 Ways AI is Changing the Face of Accounting and Audit

Danielle Cheek
by Danielle Cheek0
By Danielle Supkis Cheek, VP, Head of Analytics & AI, Caseware Over the past few years, the accounting profession has seen the rise of AI as a powerful enabler. It’s already created significant efficiencies in accounting processes, and firms of all sizes are using AI in various forms as an......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
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