Altruist, which launched its own self-clearing platform earlier this year, has eliminated the $1 per account per month portfolio accounting fee for advisors who custody with the firm. That gives the ...

Discover what accounting changes are, how they affect financial statements, and why full disclosure is essential for ...

BROOKFIELD, Wis.--(BUSINESS WIRE)--Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, today announced the availability of its Prologue™ Investment ...

A new Accounting Standards Update (ASU) aims to better align hedge accounting with an organization’s risk management strategies. The ASU, issued Monday by FASB, expands the current single-layer ...

We are excited that our portfolio accounting platforms, APX and Geneva, are consistently acknowledged as the best in the industry. The latest advancements of our cornerstone products mark a ...

Fiserv (FISV) has made an accounting application available in its online risk-management portal. The Prologue Investment Portfolio Accounting application can now be accessed as a hosted application ...

ARLINGTON, Va., Sept. 20, 2021 /PRNewswire/ -- Bloomberg Tax & Accounting today announced significant enhancements to Accounting and Disclosure for Derivatives and Hedging Instruments, an updated ...

At the end of the day, a portfolio is only as good as its performance. And the need for a good portfolio accounting platform that can accurately calculate, track and attribute performance, and provide ...

ARLINGTON, Va., Aug. 2, 2018 /PRNewswire/ -- Bloomberg Tax today announced the release of a new accounting portfolio, Foreign Currency Transactions and Translations, to help practitioners advising ...