Search Results for: portfolio management tools
Passport Technology’s DataStream Launches the Next Generation of Secure Cloud-Based ATM Processing
Passport Technology Inc., the fastest growing provider of payment technology to the global gaming industry, announced the launch of the nation’s first cloud-based debit processing platform utilizing the latest in advanced encryption security with VirtuCrypt HSM by Futurex, a global leader in cryptographic solutions. Launched in 2003, DataStream™ is one......
YCharts Launches New Partnership with United Planners Financial Services
A new relationship with YCharts will provide United Planners Financial Services & their affiliated advisors with strategic access to a suite of powerful investment analysis tools that simplify client engagements, optimize workflows, and enable smarter investment decisions YCharts, an investment research, analytics, and client communications platform, announced a new partnership......
MediaForce Announces Partnership with Leading Accounts Payable Software Provider FastPay
A new year means new budgets, new goals, and new projects! Unfortunately, a new year doesn’t get rid of last year’s headaches. Agencies nationwide continue to realign their workflows and priorities for remote work while juggling lengthening payment terms and cashflow management, with no end in sight. Global FinTech Company Finder......
insightsoftware Acquires Logi Analytics to Boost Embedded Analytics Capabilities
Deal brings operational reporting to insightsoftware’s 25,000+ customers and provides fuel for growth to Logi Analytics’s embedded analytics for commercial software organizations insightsoftware, a global provider of enterprise software solutions for the Office of the CFO, announced it has acquired Logi Analytics, the leading provider of embedded analytics solutions for......
KPMG’s New Tax Data Reader Tool Automates Analysis Of Financial Data, Simplifying Tax Filing Season
Firm receives patent on natural language processing and character recognition technology As companies continue to struggle with synthesizing and understanding enormous amounts of data, especially financial data, and remaining tax compliant, KPMG LLP today announced it was granted U.S. Patent No. 10,922,358 for its Tax Data Reader innovation. This tool rapidly extracts......
Broadridge Extends Capital Markets Franchise with Acquisition of Itiviti
– Significantly expands Broadridge’s Capital Markets franchise by extending into the front office and strengthening multi-asset capabilities – Drives additional global scale and enhances its ability to serve global clients – Expected to generate strong returns and be accretive to recurring revenue growth, margins, and Adjusted EPS growth – Positions......
Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Hightower Advisors, a registered investment advisor with $80 billion assets under management and 115 advisory businesses across the U.S., today announced the deepening of their enterprise relationship providing all Hightower-affiliated advisors, who have......