Archer's fully integrated, cloud-based platform provides asset and wealth managers with a multi-product and multi-channel solution NEW YORK, Sept. 5, 2024 /PRNewswire/ -- The Bank of New York Mellon ...

WINDSOR, Conn., Nov. 2, 2020 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that SS&C Retirement Solutions has added ProNvest, an industry-leading managed account ...

LONDON--(BUSINESS WIRE)--Verto, the leading B2B cross-border foreign exchange (FX) and payments enabler, today announced the launch of its multi-currency global account. Using Verto’s global account, ...

Since March, when the weekly Vendor Spotlight feature first launched, we have showcased 34 accounting solutions providers of all shapes and sizes — a wide variety of companies that, despite their ...

CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Future Capital, a tech-enabled registered investment advisor (RIA) specializing in personalized retirement solutions, today announced the launch of Construct, an ...

Voya is giving advisors to retirement plans more room to tailor portfolios for clients with an enhancement to its managed account capabilities. Voya Financial Inc. has introduced Primary Plus, an ...

The Bank of New York Mellon Corporation BK has acquired Archer Holdco, LLC (“Archer”), a leading technology-enabled service provider of managed account solutions to the asset and wealth management ...

Political and regulatory changes heavily influence the accounting industry. Shifting tax policies, new compliance laws and cybersecurity regulations create an unpredictable landscape. CPA firms must ...

Omega Accounting Solutions, an Irvine, California-based accounting, finance, and tax credit company for small and midsize businesses (SMBs), entered 2020 with 80 regional clients and 20 employees. By ...