Search Results for: financial management tools

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
by PR Newswire0
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’ long-term financial planning goals. Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announces it has signed an......
Enhancing Financial Reporting to Foster Trust and Accountability
Analytics Finance Guest Posts

Enhancing Financial Reporting to Foster Trust and Accountability

Shagun Malhotra
by Shagun Malhotra0
In today’s business landscape, the importance of accurate and transparent financial reporting cannot be overstated. Organizations, both large and small, rely on these reports to make informed decisions, attract investors, and demonstrate their fiscal responsibility. As a cornerstone of business operations, financial reporting directly influences stakeholders’ perception of an organization’s......
Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools
Finance Fintech News

Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools

Business Wire
by Business Wire0
In first year, new unit expands as investors cope with 2023’s market volatility, inflation As markets in 2023 are showing signs of recovery and consumers continue to cope with the residual impact of higher inflation, Empower’s new personal wealth unit has seen steady gains all year through a proven strategy:......
Nearmap Announces Agreement to Acquire Betterview, a Complementary Property Intelligence and Risk Management Platform
News Risk Management

Nearmap Announces Agreement to Acquire Betterview, a Complementary Property Intelligence and Risk Management Platform

PR Newswire
by PR Newswire0
Nearmap, one of the world’s largest location intelligence and aerial imagery solutions providers, has signed an agreement to acquire Betterview, a leading property intelligence and risk management platform in the insurance industry. Founded in Australia in 2007, Nearmap expanded operations into the U.S. in 2014 to help companies better visualize the truth......
Compass UOL Offers Financial Institutions New Gen AI Solutions With AWS Financial Services Competency
Finance News

Compass UOL Offers Financial Institutions New Gen AI Solutions With AWS Financial Services Competency

PR Newswire
by PR Newswire0
Helps deliver faster evolution of payments, banking and capital markets, real time operations, and digital banking Digital services company Compass UOL announced it achieved the AWS Financial Services Competency and is offering its Gen AI tools to financial services institutions (FSIs) to speed up the evolution of their business on the cloud.......
Veritran Research Reveals Technology Implementation is Critical to Financial Institutions' Success
Fintech News

Veritran Research Reveals Technology Implementation is Critical to Financial Institutions’ Success

PR Newswire
by PR Newswire0
Community banks and credit unions must leverage digital tools to remain competitive and become the preferred bank for their customers Florida’s financial institutions have a particularly strong growth opportunity to capture the loyalty of the state’s rapidly growing and diverse population As the banking industry continues to undergo significant changes amid......
Artificial Intelligence to Dominate Financial Innovation
Artificial Intelligence Guest Posts

Artificial Intelligence Sets Up to Dominate Financial Innovation

Abid Ali
by Abid Ali0
AI is already taking the mainstream markets by storm. It is, however, poised to revolutionise digital finance in profound ways. It will be the driving force behind a host of transformative changes, from enhancing customer experiences to improving operational efficiency and risk management. AI-powered chatbots and virtual financial assistants will......
Finotta Launches Deposit Estimate Calculator to Help Financial Institutions Realize Deposit Growth Potential
Banking News

Finotta Launches Deposit Estimate Calculator to Help Financial Institutions Realize Deposit Growth Potential

Fintech News Desk
by Fintech News Desk0
Finotta, a provider of embedded fintech for digital banking, proudly launches its deposit estimate calculator, allowing financial institutions to quickly assess how much it could earn in potential initial deposits within the first year of offering Finotta’s Personified platform. Based on real performance metrics from financial institution clients, Finotta’s latest deposit......
Global Times: Beijing’s Innovation, Opening-up Efforts in Financial Sector More Attractive for Foreign Players
Fintech News

Global Times: Beijing’s Innovation, Opening-up Efforts in Financial Sector More Attractive for Foreign Players

PR Newswire
by PR Newswire0
With more than two hundred driverless logistical vehicles running in designated parks in Beijing, Yu Enyuan, CEO of Neolix, a start-up specializing in making these vehicles, expressed gratitude for the burgeoning business when looking at a huge screen which vividly displayed the busy scene in Neolix’s exhibition room in southeastern Beijing’s Yizhuang area.......
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