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FinTech

Enterprise IT / Featured Tech / FinTech

Accelerating Finance Digital Transformation: Use Cases for the Workday Enterprise Finance Solution

In this solution brief, learn three common use cases of the enterprise finance solution from Workday and how it provides a less disruptive path to digital transformation—giving teams better insights and centralized data to act quickly in critical…

Enterprise IT / Featured Tech / FinTech

Accelerating Finance Digital Transformation: Use Cases for the Workday Enterprise Finance Solution

In this solution brief, learn three common use cases of the enterprise finance solution from Workday and how it provides a less disruptive path to digital transformation—giving teams better insights and centralized data to act quickly in critical…

Enterprise IT / Featured Tech / FinTech

Beyond 2020: Future-Proofing Your RIA

Being a financial advisor in 2020 has been like trying to pilot a lunar landing using a hang glider – beyond challenging, impossible to predict, and with more than just a little turbulence. The COVID-induced disruption to the market continues to …

Enterprise IT / Featured Tech / FinTech

Understanding Model Marketplaces & Managed Account Platforms: 17 Questions to Ask When Considering a Platform

As you grow your business, outsourcing investment operations to a managed account or Unified Managed Account (UMA) platform might start to make more sense. However, you may wonder what happens when you take that step. It can be worrisome to trust someo…

Enterprise IT / Featured Tech / FinTech

Will the Momentum of ETFs Continue?

Even a global pandemic cannot stop the forward momentum and popularity of Exchange-Traded Funds (ETFs). The reasons why this momentum will continue are numerous: their structure, liquidity, and tax advantages, as well as their merit as a valuation tool…

Enterprise IT / Featured Tech / FinTech

Post-Covid: How to Avoid Excessive Property Tax Appeal Fees & Save Thousands

Did you know that consultants and attorneys who appeal government established real estate values on a contingency fee basis are cashing in on hourly compensation in the thousands of dollars? CRE owners routinely pay invoices similar to “15% of…

Enterprise IT / Featured Tech / FinTech

Racism Reimagined: How Critical Race Theory Imperils the American Workplace

They are to be viewed as a collective threat to non-white people and beyond redemption. This sentiment is already infecting the American workplace via racial sensitivity and diversity trainings. Despite the obvious controversy, such trainings are being…

Enterprise IT / Featured Tech / FinTech

Virtual Cards: When You Don’t Use Them, You Miss Out On A New Revenue Stream

It’s the goal of many businesses to reduce costs and improve their bottom line. We understand being under that kind of pressure and want to help you do both through virtual cards. In this free ebook, you’ll learn how vCards can help: Streamlin…

Enterprise IT / Featured Tech / FinTech

Enterprise Finance: Building a Future-Ready Finance Function

In order to do so, finance teams need access to technology that can help deliver accurate, real-time financial data and insight so business leaders can quickly and confidently make decisions to help the organization minimize risk and maximize opportuni…

Enterprise IT / Featured Tech / FinTech

2020 Gartner Magic Quadrant for Cloud Core Financial Management Suites

Gartner has named Workday a Leader for the fourth year in a row based on our ability to execute and completeness of vision. Read the report to learn why choosing the right cloud partner for your core finance processes can help you better tackle today&r…

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