Discover how accounting software aids financial transactions, simplifies audits, and saves space. Explore types, benefits, ...
The most critical business information that accounting software stores includes financial records, payroll data, banking ...
Top 100 Firm Dean Dorton has acquired DeRosa Mangold Consulting, a SaaS solutions provider based in Waco, Texas, to expand its portfolio of specialized accounting software and ERP solutions. The ...
Custodian Altruist has dropped its portfolio accounting software (PAS) fees for all its brokerage accounts.. The company, which is a newcomer to the custodian marketplace, says it made the move to ...
LOS ANGELES--(BUSINESS WIRE)--In alignment with its mission to make independent financial advice better, more affordable, and accessible to everyone, the modern custodian is zeroing out the portfolio ...
The possible sale of Advent Software Inc. has advisers on alert for indications of who — if anyone — will put in a winning bid for the San Francisco firm, a longtime leader in portfolio accounting ...
One of the UK’s cloud software platforms has added another string to its bow after striking a partnership with a financial software firm. The partnership will allow Eureka Solutions “to add iplicit to ...
Omaha-based portfolio accounting software provider Orion Advisor Services announced Thursday that it has acquired New York-based financial planning software company Advizr. “Bringing Advizr’s ...
Altruist has played the latest card in its ongoing efforts to woo independent advisors to its asset custody platform. The Los Angeles-based company previously charged registered investment advisors $1 ...
Dynamo wins award for fund accounting & portfolio management software; streamlines ops & delivers insights to GPs & LPs across private markets.
Here’s how to identify growth opportunities within your lease accounting system and turn that data into a competitive edge.
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