Sentences with phrase «financial management platform»

Whether your organization is small, mid-sized, or large, our financial management platform will help you confidently manage you firm's finances.

Enterprise is Elite's legacy financial management platform, while Elite 3E is its newer, cloud - based financial - management platform.

The survey asked lawyers what core functionality is most important to them before subscribing to a practice and financial management platform.

In 2014, CapitalG made private investments in an additional nine companies, including the Bangalore - based online real estate startup CommonFloor, [11] Freshworks, a San Francisco - based customer support platform, [12] Credit Karma, a free credit and financial management platform, [13] and China - based optical component company, Innolight.

Resolve is a free financial management platform created by a team of passionate financial advisors, debt experts & technologists to provide affordable and unbiased help for people in financial distress.

2017.10.12 Royal Bank of Canada collaborates with Wave to be the first bank in North America to integrate a full financial management platform with online banking for small business clients Royal Bank of Canada (RBC) and Wave (waveapps.com) have collaborated to integrate invoicing, accounting and business financial insights into RBC...

Not exact matches

«During the past year, management and the Board have been focused on launching the BlackBerry 10 platform and BES 10, establishing a strong financial position, and evaluating the best approach to delivering long - term value for customers and shareholders,» Dattel said.

Vestmark provides a wealth management platform to professional financial advisors.

For example, DigitalHarbor has application for government and financial services, offering a platform for intelligent composite applications that include compliance and risk management solutions for those verticals.

-- Jon Stein, CEO and founder of Betterment, an online financial advising platform with more than 150 employees, 300,000 customers, and $ 13 billion in assets under management

IT IS just on seven years since the Coalition Government was elected on a platform of bringing sound financial management to the State.

Chunyu, a Chinese mobile healthcare app company that connects patients and doctors, raised $ 50 million from China International Capital Corporation (CICC), Rushan Venture Capital under DunAn Holding Group, Pavilion Capital run by Temasek, and BlueRun Ventures, and HealthEdge, a provider of a cloud - based or on - site integrated financial, administrative and clinical software platform for healthcare payers focusing on medical claims and benefits management brought in $ 30 million

Anderson: I came from more of a traditional investment management platform and financial planning platform.

Baidu, which became a member of Hyperledger in late 2017, announced in January that it had launched a blockchain - as - a-service platform, atop which other entities can develop solutions relating to digital currency, «insurance management, financial auditing and more.»

I've been thinking about signing up for an online wealth management company for a long time because I have over 35 financial accounts across five banks (USAA, CIT Bank, Citibank, BoA, First Republic) and two online trading platforms (E * trade and Fidelity).

Achieve financial and operational excellence with Cloudability True CostTM cloud management platform

RxAdvance's holistic platform manages specialty pharmaceuticals from end - to - end, employing the following ten - steps: Specialty Formulary Management, Specialty Network Management, Physician Education, Utilization Management, Prior Authorization Management, Procurement Management, Adjudication Management, Case and Concurrent Management, Financial Reconciliation, Monitoring and Measuring.

BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry, and the company's previously disclosed review of strategic alternatives.

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.

«During the past year, management and the Board have been focused on launching the BlackBerry 10 platform and BES 10, establishing a strong financial position, and evaluating the best approach to delivering long - term value for customers and shareholders,» said Timothy Dattels, Chairman of BlackBerry's Special Committee of the Board.

TSSP's Core Platform is comprised of our «Pentagon» (our sourcing - as - a-business), fundraising, portfolio operations, business development, legal, compliance, accounting, and financial planning operations, as well as our strategy, tax, IT and other «non-investment» functions that work across disciplines to ensure robust risk management and investment support.

With its unique combination of investment industry expertise, unbiased research, and technology solutions, IW Financial helps industry professionals capitalize on growing investor demand by incorporating ESG factors into investment platforms, products, and portfolios, adding value to the money management process while strengthening client relationships.

In addition to «flat - fee - only» and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation services offered to participants (involving advice and even discretionary management) that are the product of a computer model developed and overseen by an independent financial expert, and subject to certain additional conditions, would allow a service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offerings.

Yu'e Bao, the online investment platform built around China's largest money market fund, is evolving into an Internet - based financial management tool for consumers following the addition of several electronic fund - transfer features.

Chinese billionaire Jack Ma's financial technology unicorn Ant Financial Services Group [ANTFIN.UL] is adding two new money market funds to its online wealth management platform Yu'e Bao, which is already the world's biggest money marfinancial technology unicorn Ant Financial Services Group [ANTFIN.UL] is adding two new money market funds to its online wealth management platform Yu'e Bao, which is already the world's biggest money marFinancial Services Group [ANTFIN.UL] is adding two new money market funds to its online wealth management platform Yu'e Bao, which is already the world's biggest money market fund.

CALGARY, October 10, 2017 — Solium Capital Inc. («Solium»)(TSX: SUM), the leading provider of software - as - a-service for global equity - based incentive plans, administration, financial reporting and compliance, today announced the acquisition of Capshare, a high - growth cloud platform for cap table management, electronic - share tracking, modeling and waterfall analysis, and compliance for private companies.

Should the deal occur, pending approval by Japan's Financial Services Agency (FSA), Coincheck's management team would reportedly be replaced and the exchange platform rebuilt.

Its online platform provides scheduling, booking, client management, and financial transaction processing to enable food businesses access to commercial kitchen spaces.

The GTCrea8 platform is structured to assist students with their daily and future financial plans by enabling them develop valuable financial literacy and money management skills which subsequently prepares them for greater responsibilities in the years ahead.»

Students obtain their content through the VitalSource e-textbook platform, but content contracts, orders, and financial management remain completely in Blackwell's control.

The Assignment Help Experts at Students Assignment Help offers assistance in all kinds of accounting whether financial accounting help, public accounting, management accounting, tax accounting, cost accounting or any other making us the right platform for providing the best Cheap Assignment Help.

Unlike the standard platform used by many financial advisors with multiple fees and a commission management fee of 3 %, a managed account platform has just 1 fee.

Envestnet, Inc. today announced plans to make NextShares ™ exchange - traded managed funds available to financial advisors through the Envestnet wealth management platform as part of its advisor - as - portfolio - manager tools as well as through Fund Strategist Portfolios (FSPs).

Integrated Money Management platform that allows you view your entire financial picture in one place.

And as luck would have it, Merrill and Bank of America offer its customers «unparalleled platforms, featuring industry - leading banking and investment solutions, and a level of wealth management service and resources that can't be found anywhere else,» Sieg adds in the memorandum, mentioning an advisor force of about 15,000, 4,500 «retail financial centers» and more ATMs than you can shake a big stick at.

The suffixes not listed below are used by TD Asset Management / TD Private Client Services / TD Financial Planning — all are on the same IBM brokerage platform.

Fiserv, Inc., a provider of financial services technology solutions, is rolling out a Unified Wealth Management Platform for adviser clients.

Personal Capital aims to be different by providing excellent wealth management tools, a robo - investment platform, and real human financial advisors.

SoFi provides no - cost access to wealth advisors through its online platform to help borrowers learn about personal financial management and investments.

Personal Capital's platform is simple and intuitive and makes it possible for financial advisors to take a holistic look at their clients» assets so they can provide truly personalized portfolio management advice.

It's the first web - based platform from a retail custodian to combine portfolio management from Advent, customer relationship management from Oracle, and financial planning from NaviPlan into a single workstation.

For now, it integrates only with two Elite products, Elite 3E for financial management and MatterSphere, a Microsoft Office - based matter - management platform.

A new update to CosmoLex — the cloud - based law practice management platform — enables system administrators to more granularly control user access to a law firm's financial information.

The system will serve to provide legal teams with a consistent approach to matter management, whilst the integrated financial platform will enable a seamless approach to billing and overall practice management.

Additionally, Proclaim's integrated financial platform will enable a seamless approach to billing and practice management firm - wide.

Advising an asset management client on platform agreements for VCTs and unlisted financial products.

Our partnerships with proven external technology suppliers allow us to extend our workflow and automation platform to connect with client systems and enable complex procurement and contract management, as used in the financial services sector or government departments.

The innovative Hertfordshire, Essex and Cambridgeshire - based law firm is to substitute its Civica Systems practice management system and DPS Software case management system with Peppermint's cloud - based single connected enterprise platform, spanning CRM, financials and legal process automation.

Redwood Analytics enables us to build on that success and offer our clients a more robust and integrated case management, financial management, and analytics platform.»

His technical experience encompasses wireless communications and data networking including various aspects of LTE baseband processing, carrier aggregation, adaptive modulation and coding schemes, shared antenna systems and frequency coexistence management, satellite networking involving committed information rate (CIR), bandwidth optimization, very - small - aperture terminal (VSAT) design, non-cellular wireless technologies including NFC and RFID, video coding and communication protocols, hard drive technologies, Multimedia over Coax Alliance (MoCA) access networks, fiber optic networks, multimedia delivery as well as various software products and systems including financial trading platforms, payment networks, secondary mortgage market - related software solutions, electronic couponing, photo editing software, social and business networking applications, and enterprise software products.