Search Results for: performance reporting

360factors Launches Predict360 Peer Insights, a Peer Performance Benchmarking Solution for U.S. Banks
Banking Fintech News Risk Management

360factors Launches Predict360 Peer Insights, a Peer Performance Benchmarking Solution for U.S. Banks

Fintech News Desk
by Fintech News Desk0
360factors, Inc., the industry leader in risk and compliance intelligence software for banks and financial services organizations, announced that the company has launched Predict360 Peer Insights, an innovative software solution that enables banks to quickly and easily select, compare and report their performance metrics with those of their peer institutions. Read......
Investment Services News

Investment Metrics Announces Plan Universe on Market Insights, a New Standard for Institutional Plan Performance Benchmarking, Research, and Analysis

Fintech News Desk
by Fintech News Desk0
The Next Generation of Plan Universe with Expanded Capabilities, Offering Exceptional Insights into Institutional Investment Performance Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment market, today announced the next generation of Plan Universe on its Market Insights platform. The new analysis and......
Addepar Raises $117M in Series E Funding
Fintech News

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Fintech News Desk
by Fintech News Desk0
The Addepar platform is recognized for its unique ability to serve a full range of client firms and its continuous investment in innovation Addepar, a technology platform for wealth management, announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems. The report......
Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions
Fintech Investment Services News

USI Advisors, Inc. Adopts Investment Metrics Portfolio Analytics and Reporting Solution

Fintech News Desk
by Fintech News Desk0
Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment community, announced USI Advisors, Inc., a SEC Registered Investment Advisor offering investment advice to retirement plans and endowments, has chosen Investment Metrics Portfolio Analytics and Reporting Solution to help with investment analysis and communications......
Wolters Kluwer Finance, Risk & Regulatory Reporting Launches Professional Services Consultancy Offering for Americas
Fintech News Risk Management

Wolters Kluwer Finance, Risk & Regulatory Reporting Launches Professional Services Consultancy Offering for Americas

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Finance, Risk & Regulatory Reporting (FRR) business has launched a Professional Services offering for ongoing software management and maintenance, specifically for the Americas market. The consultancy service is designed to help Wolters Kluwer’s clients in the region leverage private cloud environments to more efficiently scale their risk and......
Intertrust Group: GPs Feel the Strain as LPs Push for More Transparency on Portfolio Performance and Fee Structures
Fintech Fintech Funding News Risk Management

Intertrust Group: GPs Feel the Strain as LPs Push for More Transparency on Portfolio Performance and Fee Structures

Fintech News Desk
by Fintech News Desk0
Over four fifths (82%) of US private equity professionals expect investors to demand more transparency in reporting on portfolio company performance over the next 12 months, reflecting growing concerns over the impact of the COVID-19 pandemic. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as......
OptionTrax Widens the Lead in Stock-Based Compensation Reporting for Equity Award Plans
Cryptocurrency Fintech News

OptionTrax Widens the Lead in Stock-Based Compensation Reporting for Equity Award Plans

Fintech News Desk
by Fintech News Desk0
Plan Management Corp. (PMC), the leader in equity compensation plan administration software, announced that the latest OptionTrax software release introduces enhanced financial reporting for equity performance awards and multi-currency cash-settled plans. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities The latest enhancements include full stock-based......
Survey: 40% of Organizations Mistakenly Believe Cloud Erp Will Automatically Result in Faster Financial Reporting
Fintech News

Survey: 40% of Organizations Mistakenly Believe Cloud Erp Will Automatically Result in Faster Financial Reporting

Fintech News Desk
by Fintech News Desk0
Poll of nearly 500 financial professionals reveals misguided assumptions about cloud ERP reporting and lack of visibility into cloud ERP adoption insightsoftware announced the results of a global survey that polled 471 financial professionals from organizations of all sizes and across numerous industries. The survey examined perceptions about the impact......
Billtrust Announces Appointment of Juli Spottiswood to its Board of Directors
Fintech News

Billtrust Appoints Mark Shifke as Chief Financial Officer Amidst Record-Setting Company Performance

Fintech News Desk
by Fintech News Desk0
Executive Brings Unparalleled Expertise to Order-to Cash Solutions Leader Billtrust, a leader in B2B order-to-cash solutions, has announced the appointment of Mark Shifke as Chief Financial Officer. Shifke will play a critical role in Billtrust’s next phase of growth and brings over 35 years of financial and legal experience to the......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
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