Tag : consolidation

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Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
New Research from OneStream Finds Broader, More Strategic CFO Remit Crucial to Business Growth and Investor Attention, Overshadowing Even the CEO
Finance Fintech News

New Research from OneStream Finds Broader, More Strategic CFO Remit Crucial to Business Growth and Investor Attention, Overshadowing Even the CEO

PR Newswire
by PR Newswire0
Study finds the world’s largest investors invest an additional 3.6% in organizations where the CFO was seen to be the strategic growth driver OneStream, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions including financial close, consolidation, reporting, planning......
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