The product removes manual processes around the collection, categorisation and storage of tax documents, including Form 1099, Form ADV, state and federal K-1 and K-3
Infotrend has been awarded a three-year contract to provide blockchain and digital assets data, and advanced digital asset ecosystem analytics, to the Securities Exchange Commission
J.P. Morgan has launched the Securities Services Data Mesh, a data solution that allows investors to access critical investment data from J.P. Morgan’s custody, fund accounting and middle-office services
The product allows investors to analyse consistent, reliable pre- and post-trade information, facilitating a more informed view of liquidity and trading conditions at a particular moment and enhancing algorithmic strategies
Technology solutions provider Confluence Technologies has launched Prism Analytics in an effort to assist the investment management industry with data analytics
