Tag : Customization

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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......
SutiSoft Unveils Cutting-edge Expense Management Software with Auto-Capture Technology, AI-Driven Expense Tracking, & More
Artificial Intelligence News Technology

SutiSoft Unveils Cutting-edge Expense Management Software with Auto-Capture Technology, AI-Driven Expense Tracking, & More

PR Newswire
by PR Newswire0
SutiSoft announces the launch of its new version to further streamline expense reporting and empower organizations to take control of their spending like never before. With user-centric features, SutiSoft’s latest offering delivers unmatched precision, automation, and insights—setting a new standard in the world of expense management. Experience seamless financial management......
DALBAR's 2024 State of the Industry Report Spotlights the Critical Role of Retirement Plan Dashboards
Finance Fintech News

DALBAR’s 2024 State of the Industry Report Spotlights the Critical Role of Retirement Plan Dashboards

Business Wire
by Business Wire0
DALBAR, the source for financial services market research, released its 2024 State of the Industry: Retirement Plan Dashboards report. The comprehensive study explores the evolving landscape of retirement plan dashboards, highlighting the essential features and functionality that empower plan administrators to manage and monitor their plans effectively. The report underscores......
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