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Finance and Law

B2B Market Review / Finance and Law

Money Management Institute Report Highlights Shift to Household-Level Wealth Planning and Portfolio Management

11/03/201930/05/2019

A distinct shift in focus from the utilization of discrete products, accounts, and technology tools to holistic, household-level integrated solutions has emerged across the advisory industry.

Company News / Finance and Law

SkyStem’s Automated Month-End Close and Account Reconciliation Software Featured in BankNews 2019 Buyer’s Guide

06/03/201914/03/2019

The annual Buyer’s Guide features more than 120 categories, covering management, operations, human resources, consulting services, technology, security and more.

Company News / Finance and Law

Frazier & Deeter Expands to UK

05/03/201914/03/2019

Frazier & Deeter, one of the largest public accounting and advisory firms in the United States, announced today the opening of an office in London.

Featured Company News / Finance and Law

Study by Investing.com and SEMrush Points to the Americanization of the European Financial Market

25/02/201928/02/2019

Given the fact that eight of the world’s 10 biggest companies as measured by market cap are American, it’s no surprise that big-name investors are favoring U.S. stocks over their …

Company News / Finance and Law

Oakbrook Solutions Awarded as Best Consulting Firm for Family Offices in 2019

16/02/201918/02/2019

The prestigious Private Asset Management (PAM) Award is a great triumph for Oakbrook Solutions and reinforces the company’s commitment to the family office space.

Company News / Finance and Law

Advantage Data Inc Named as Best Data Provider — Fixed Income and Credit at the 2019 Fund Technology and WSL Awards

10/02/2019

The eighth annual award ceremony, organized by Pageant Media, recognized providers catering to asset managers and institutional traders who have demonstrated exceptional customer service and innovative product development over the …

Featured Company News / Finance and Law / Real Estate

Financial Poise™ Announces “Real Estate Investing-101” Webinar Series Premiering February 14th

09/02/201910/02/2019

The Series are intended for investors considering making an investment in real estate have a variety of choices: retail, office buildings, industrial, raw land, and, of course residential.

Engineering and Technology / Featured Company News / Finance and Law / Management and Administration

Esker Won 2018-19 Cloud Award in B2B Customer Strategy Category

08/02/201910/02/2019

The award recognizes excellence and innovation in cloud computing, accepting entries internationally and from organizations of all sizes.

Company News / Finance and Law

CaseWare Rebrands Its Financial Crime Risk Management and Continuous Controls Monitoring Solution

04/02/201909/02/2019

CaseWare RCM Inc, a division of CaseWare International, has recently renamed its flagship solution for AML compliance, fraud detection and prevention, continuous controls monitoring (CCM) and procurement monitoring from CaseWare …

Company News / Finance and Law

CPACharge Launches eCheck Payment Option with 0 Percent Processing

04/02/201909/02/2019

All CPACharge users can now accept check payments online with zero percent processing and a flat $2 per transaction fee, no additional monthly fees, and advanced risk protection.

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Featured Company News

M1 Data & Analytics Offers New Solution for Marketers to Identify Consumers Visiting Locations

25/01/202025/01/2020

EY Launches Public Finance Management Blockchain Solution for Governments

30/12/201930/01/2020

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