Users can define their own reports and effectively sift through the information with a click of a button. Financial planning and financial reporting software can help in a variety of different areas, ...
As family offices continue to evolve in a rapidly changing world, their reliance on technology is becoming more pronounced. Here's the latest shifts and providers.
Eligible for inclusion in the New Technology Report were only those technologies and software introduced within the past 24 months that cater to financial advisors and the financial management ...
Neil Visnapuu, VP, Product Owner, Regulatory Reporting ... to power the entire investment lifecycle. Arcesium currently has a staff of over 2,000 software engineering, accounting, operations ...