Top 100 Firm Dean Dorton has acquired DeRosa Mangold Consulting, a SaaS solutions provider based in Waco, Texas, to expand its portfolio of specialized accounting software and ERP solutions. The ...

LOS ANGELES--(BUSINESS WIRE)--In alignment with its mission to make independent financial advice better, more affordable, and accessible to everyone, the modern custodian is zeroing out the portfolio ...

Custodian Altruist has dropped its portfolio accounting software (PAS) fees for all its brokerage accounts.. The company, which is a newcomer to the custodian marketplace, says it made the move to ...

The possible sale of Advent Software Inc. has advisers on alert for indications of who — if anyone — will put in a winning bid for the San Francisco firm, a longtime leader in portfolio accounting ...

Omaha-based portfolio accounting software provider Orion Advisor Services announced Thursday that it has acquired New York-based financial planning software company Advizr. “Bringing Advizr’s ...

SAN FRANCISCO--(BUSINESS WIRE)--Kraken, consistently rated the most secure digital asset exchange and leader in euro volume since 2013, today announced the acquisition of Interchange, a best-in-class ...

When treasury or accounting teams at financial institutions begin evaluating new software vendors, it is tempting to turn to a one-size-fits-“some” (or “most” in the best of cases) approach. It’s a ...