Vena introduces Vena Copilot
April 3, 20247 min
Vena Copilot for FP&A harnesses the power of Microsoft Azure and Azure OpenAI Service to unlock the strategic potential of FP&A teams and the organizations they support.
MCO joins Prestigious Chartis Research RiskTech 100
October 25, 20233 min
Global conduct risk and compliance technology provider MCO (MyComplianceOffice) announced that the company has been ranked among the world’s top risk and compliance technology solutions as part of the RiskTech100® 2024 by global research and analysis firm Chartis Research. MCO provides compliance management software that enables financial services firms to reduce their risk of misconduct and maintain an ethical culture. MCO’s integrated SaaS platform lets compliance professionals demonstrate they are proactively managing the regulated activities of...
Smartria unveils Innovative Cybersecurity Focus Solution
September 7, 20235 min
Through a strategic partnership with CyberSecureRIA, Smartria enables advisors to add necessary cybersecurity capabilities to their comprehensive compliance solution.
LexisNexis Risk Solutions Ranks as Functionality Standout in 2023 Celent Report
August 18, 20235 min
LexisNexis® RiskNarrative Ranked as a Leader Among New Market Entrants
Avalara and Oracle extend relationship
August 17, 20235 min
Avalara tax compliance and automation software solutions save customers time and money by reducing tax complexity
RegEd’s Advertising Compliance Solution surpasses 5 Mn submissions
July 29, 20234 min
RegEd's Enterprise Advertising Review achieves new milestone, propelled by continuous product innovation including the integration of AI and other advanced capabilities.
AuditBoard Leads In Audit Management & GRC Summer 2023 Grid Reports
June 23, 20233 min
AuditBoard’s modern connected risk platform receives top customer rankings for ease of implementation, exceptional business results, and unparalleled usability
The award highlighted NICE Actimize SURVEIL-X solution’s advanced surveillance, its risk detection capabilities and its ability to manage conduct risk
Solution integrates controls capture directly into Financial Close and other processes, reducing complexity, costs, and compliance implementation and maintenance efforts
Mako Fintech and PortfolioAid Announce Strategic Partnership
January 18, 20234 min
Today, Mako Financial Technologies, Inc. (“Mako”) and Portfolio Aid Inc. (“PortfolioAid”) are proud to announce a new strategic partnership to expand their integrated service offerings. This partnership will offer advisors and wealth managers best-in-class WealthTech solutions that will streamline KYC workflows for client onboarding, portfolio construction, account servicing, and on-going compliance management. PortfolioAid provides wealth compliance technology featuring product risk ratings, trade supervision, portfolio suitability modeling, and KYP management tools. Developed for all compliance stakeholders...