Sentences with phrase «automated financial management software»
Monitored the execution of the approved budgets, including obligations and expenditures in multi - year programs and associated administrative costs, through various automated financial management software programs
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The automated financial advice is generated by software programs developed by specialized wealth management firms that take your information and run it through their calculators.
It's just that many banks are not able to properly scale their resources to include all deserving borrowers, even if small - business owners do meet the stringent standards set by lenders,» says James Walter, founder and CEO of BBC Easy, a provider of automated loan management software for financial institutions.
Wealthfront is an SEC registered investment advisor that offers automated investment management and financial planning through software.