Tag: financial data integration

FloQast, the accounting transformation platform built by accountants for accountants, has announced a partnership with Trovata to streamline the process of connecting bank data to the FloQast platform.

Wealth management has become increasingly complex for advisors who often juggle up to a dozen different software systems at once. This fragmented setup creates...

Ultimus Fund Solutions has deepened its collaboration with data automation specialist Xceptor, enhancing client services, operational efficiency, and data accuracy across its fund administration operations.

The wealth management industry is increasingly adopting specialized technology solutions to stay competitive, choosing top-tier systems that optimize the entire ecosystem. This trend necessitates straightforward,...

A survey conducted by Muinmos has shed light on the significant hurdles financial institutions face during client onboarding.