Tag : financial

Insights on Why Emerging Financial Advisers Are Choosing AES
Finance News

Insights on Why Emerging Financial Advisers Are Choosing AES

Cision PRWeb
Fee-Based Model and ‘SWANS’ Philosophy Draw Top Talent Seeking Purpose-Driven Careers AES International reports increased interest from next-generation financial professionals seeking careers aligned with client-first values and professional development, according to the firm’s Managing Director of People & Culture. The firm’s SWANS philosophy – Smart, Work hard, Ambitious, Nice, Selfless – combined......
Jedox named a Leader in the 2025 Gartner® Magic Quadrant™ for Financial Planning Software
Artificial Intelligence Finance News

Jedox named a Leader in the 2025 Gartner® Magic Quadrant™ for Financial Planning Software

EIN Presswire
The third consecutive year Jedox has been acknowledged for its completeness of vision and ability to execute by the independent analyst firm Gartner. Jedox, the world’s most adaptable planning and performance management solution, has again been recognized as a Leader in the Gartner® Magic Quadrant™ for Financial Planning Software. This marks......
Savant Showcases New AI Agents for Finance, Tax, and Accounting at AI Summit NYC
Artificial Intelligence Finance News

Savant Showcases New AI Agents for Finance, Tax, and Accounting at AI Summit NYC

EIN Presswire
Savant to participate in AI Summit NYC’s Innovation Competition as demand grows for AI automation in finance and tax operations Savant Labs, a leader in agentic AI automation for enterprise finance, tax, and accounting teams, announced it will exhibit at AI Summit New York, December 10–11 at the Javits Center.......
Commonwealth of Pennsylvania Selects DebtBook to Modernize Financial Planning Workflows
Finance News

Commonwealth of Pennsylvania Selects DebtBook to Modernize Financial Planning Workflows

EIN Presswire
DebtBook, a leading provider of treasury and accounting software for government and nonprofit finance teams, announced that the Commonwealth of Pennsylvania (“the Commonwealth”) has selected its Debt Management solution, including Debt Accounting and Sizing tools, to streamline debt management, simplify year-end reporting, and support long-term financial planning. Read More on......
Centrex Software Expands Financial Product Offering with New Loans Tab for Loan Origination and Loan Servicing
Finance News

Centrex Software Expands Financial Product Offering with New Loans Tab for Loan Origination and Loan Servicing

EIN Presswire
New Feature to Empower Finance Companies to Diversify Their Product Offering Using One Software Platform Centrex Software, a leading provider of large operational software solutions for finance companies, is excited to announce the launch of its new loans tab, loan servicing, and loan calculator in partnership with TimeValue Software, the......
PolicyEdge AI Announces New Funding to Advance Enterprise Compliance Technology
Finance Fintech Funding News

PolicyEdge AI Announces New Funding to Advance Enterprise Compliance Technology

EIN Presswire
PolicyEdge AI has secured new investment to expand its governed-AI platform supporting healthcare, federal, financial, and supply-chain organizations PolicyEdge AI, a technology company that develops governed-AI systems for compliance and operational oversight, announced today that it has received a $2 million investment from Perry Capital. The funding will support continued deployment......
Wallbox Announces an Agreement With Core Banking Partners and Major Shareholders, Advancing Into Its Next Phase With a Renewed Capital Structure
Banking Finance News

Wallbox Announces an Agreement With Core Banking Partners and Major Shareholders, Advancing Into Its Next Phase With a Renewed Capital Structure

Business Wire
Wallbox (NYSE: WBX), a global leader in EV charging and energy management solutions, has reached an indicative commercial agreement (“Commercial Agreement”) with its core banking partners and its major shareholders, which contemplates an extension of debt maturities and a proposed liquidity injection of €22.5 million through a combination of debt......
Cloud Bookkeeping Services Strengthen Financial Accuracy and Deliver Real-Time Visibility for U.S. Businesses
Finance News

Cloud Bookkeeping Services Strengthen Financial Accuracy and Deliver Real-Time Visibility for U.S. Businesses

EIN Presswire
Cloud bookkeeping services that enhance accuracy, visibility, and digital control across modern financial operations. As financial operations become increasingly digital, organizations across the United States are reassessing how they manage daily accounting tasks and long-term recordkeeping. The shift toward automated workflows, remote collaboration, and multi-system environments has created new expectations......
Spoterra Launches AI-Powered Investing Platform With Unlimited Free Market Data
Finance Investment Services News

Spoterra Launches AI-Powered Investing Platform With Unlimited Free Market Data

Cision PRWeb
AI investing data for everyone Spoterra announced the launch of its AI-powered investing intelligence platform, built for both new and experienced investors who want to take real control of their financial future. The platform brings together powerful analytics, intuitive tools, and a seamless user experience so anyone can make smarter,......
U.S. Fund Accounting Firms Streamline Hedge Fund Operations Amid Rising Regulatory Demands
Fintech Funding Investment Services News

U.S. Fund Accounting Firms Streamline Hedge Fund Operations Amid Rising Regulatory Demands

EIN Presswire
U.S. fund accounting firms enhance hedge fund operations with scalable back-office support, ensuring accurate NAVs regulatory compliance and efficient workflows Fund administrators and wealth managers are rethinking their operational frameworks as financial reporting requirements grow more intricate under evolving compliance standards. The combination of rising global investor participation and expanding......
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