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 ...

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 ...

State Street Corporation of Boston will acquire the portfolio accounting service business of DST System of Kansas City, Mo., the companies announced last week. Processing Content The acquisition gives ...

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

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 ...

MUNCIE, IN, UNITED STATES, April 2, 2026 /EINPresswire.com/ — Cheetah, the leading provider of trust accounting and administration software, announced today an ...

Portfolio accounting is a core function that all buy-side firms need to manage efficiently, accurately and transparently, irrespective of their size, location and investment strategies. And now that ...

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 ...