Pursuant Group Acquires a Fundraising Intelligence and Donor Segmentation Platform Causemo
This acquisition is another step made by The Pursuant Group in its continuing efforts to invest in data-driven technology solutions for nonprofits.
Tag: finance
Breathe Life Introduces Advisor Experience for Insurance Carriers
The Breathe Life platform provides a unified experience and data model for insurance companies to empower agents from the back-end Advisor Experience to the front-end Consumer Experience.
Convergence Releases Annual 2018 Operational Due Diligence Survey
Convergence Inc. has released the annual results of their 2018 survey focused on Operational Due Diligence (ODD) practices and processes with respect to investment allocations by institutional investors to alternative …
SkyStem’s Automated Month-End Close and Account Reconciliation Software Featured in BankNews 2019 Buyer’s Guide
The annual Buyer’s Guide features more than 120 categories, covering management, operations, human resources, consulting services, technology, security and more.
CaseWare Rebrands Its Financial Crime Risk Management and Continuous Controls Monitoring Solution
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 …
Ways to Fund Graduate School by Timberline Financial
Top Ways to Fund Graduate School With the push for everyone to take the college route from high school, there are more people with college degrees, leading some employers to …
GrowthCap Announces 2018 Top 40 Under 40 Growth Investors List
GrowthCap, LLC has announced its fifth annual Top 40 Under 40 Growth Investors list. The list was compiled based both on nominations and a thorough review of each investor’s professional …
Traction Advising Identifies Key Strategies for a Successful Business Sale
One of the biggest challenges facing entrepreneurs is the ability to grow and sell their companies on their terms. In order to successfully sell, entrepreneurs need to plan ahead. Traction …
Wealth-X’s Dataset to Include Records of Very High Net Worth Individuals
The new records will accompany Wealth-X’s existing collection of global ultra high net worth (UHNW) dossiers and will represent an increase in Wealth-X’s coverage on the wealthy by more than …
Dr. Stephen Wendel to Speak on Financial Investment Behavior at Western International Securities 2018 National Conference
At the Western International Securities National Conference August 15-18, 2018, Stephen Wendel, head of Behavioral Science at Morningstar, will join other experts to discuss the issue of human financial behavior.