• Rely on internal teams and manual processes. Through the use of shared spreadsheets, email approvals and paper documentation, it is possible to manage travel for an average NGO. This approach comes ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

April's tax platform for wealth managers can be used as either a standalone product or embedded into existing workflows.

RPM updates unlock new billing opportunities, helping providers boost revenue, improve engagement, and strengthen ...

The Bank of New York Mellon Corp. is launching an alternatives investment platform for wealth intermediaries and financial advisors. Called Alts Bridge, the platform will provide users with access to ...

Alternative investment platform iCapital signed a definitive agreement to buy AI fintech platform AltExchange for an undisclosed amount. AltExchange uses AI and machine learning to aggregate data and ...

“Treasury management is becoming more complex as new payment rails emerge,” said Andrey Chabanov, Co-founder and CEO of Wellspring. “Our objective is to provide businesses with a unified control layer ...

Some financial advisors take a hands-on approach when it comes to managing client assets. While this is a great practice, the hands-on financial advisor could make better use of their time instead of ...

Wialon, one of the world’s leading fleet management software platforms, has revealed its Top 10 ranking of GPS and telematics hardware manufacturers. The ranking is based on the devices most ...

Entire Inc., a startup led by former GitHub chief executive Thomas Dohmke, launched today with $60 million in funding.