Search Results for: performance reporting

Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Business News

RFA Powers Digital Transformation In The Investment Industry With Managed Data Services

Fintech News Desk
by Fintech News Desk0
RFA, the leader in the Cloud and Cyber Security technology and digital transformation, today announced the launch of its Managed Data Services. With nine clients already utilizing the service, the global offering includes fully managed Data Warehousing, Ingestion, and Analytics services guarded by RFA’s award-winning security platform designed for investment......
Fiserv Shuffles Leadership
Business Fintech News

Fiserv Helps Financial Institutions Make the Right Business Decisions with New Financial Planning and Forecasting Capabilities

Fintech News Desk
by Fintech News Desk0
Enhanced accounting solution facilitates strategic planning through high-quality data and analytics Fiserv, Inc. (NASDAQ:FISV), a leading global provider of payments and financial services technology solutions, is equipping financial institutions to better evaluate and plan for risks in the current operating environment with the launch of a robust real-time forecasting and......
OneStream Software Named a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
Fintech News

OneStream Announces Strong Growth and Customer Base Expansion During the First Half of 2020

Fintech News Desk
by Fintech News Desk0
CPM software provider achieves industry recognition and continued momentum during critical period for finance teams(OneStream) OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, announced year-over-year revenue, customer, and partner growth in the first half of 2020. With the pandemic presenting unprecedented challenges......
Business News

BDO Launches Athenagy™—The New Business Intelligence Platform for Managed Services

Fintech News Desk
by Fintech News Desk0
BDO USA, LLP, one of the nation’s leading accounting and advisory firms, today announced the launch of Athenagy™, its proprietary business intelligence platform for legal professionals. This first-of-its-kind solution provides the legal department with transparency and critical insight throughout the litigation lifecycle. Read More: Entrust Datacard Solves Evolving Identity and Encryption Needs......
Investment Metrics Announces New Release of Fee Analyzer and Its Rapid Acceptance by Investment Consultants
Fintech Investment Services News

Investment Metrics Announces New Release of Fee Analyzer and Its Rapid Acceptance by Investment Consultants

Fintech News Desk
by Fintech News Desk0
Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment market, announced a new release of Fee Analyzer, that provides investment consultants, asset owners, and asset managers a universal fee benchmarking platform. Since its introduction, many asset managers have adopted Fee Analyzer, and the......
Mercatus Introduces Artificial Intelligence and Machine Learning “PDF Parser” to Rid Time-Consuming, Manual PDF Uploads and Improve Data Quality
Artificial Intelligence Fintech Investment Services News

Mercatus Introduces Artificial Intelligence and Machine Learning “PDF Parser” to Rid Time-Consuming, Manual PDF Uploads and Improve Data Quality

Fintech News Desk
by Fintech News Desk0
Mercatus, the modern data management platform for private market investors, announced the availability of PDF Parser, a technology-augmented PDF data extraction for private markets. The latest in a series of new enhancements, the Mercatus platform’s PDF Parser feature significantly mitigates the challenges of data on-boarding, eliminating manual extraction of asset......
Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
Qontigo Named Category Winner for Portfolio and Factor Modeling by Chartis Research for Second Year Running
Artificial Intelligence Fintech News

Qontigo Selected by NYSE to Power Actively Managed, Semi-Transparent ETF Offering

Fintech News Desk
by Fintech News Desk0
Two Actively Managed ETFs from American Century Launched Today on NYSE Arca Qontigo announced today that the New York Stock Exchange (NYSE) has deployed Qontigo’s best-in-class proxy portfolio solution to enable the launch of the first actively managed, semi-transparent ETFs on NYSE Arca. The NYSE’s Actively Managed Solution (NYSE AMS)......
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