Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to ...

2-Year U.S. Treasury Note Continuous Contract $104.164-0.082-0.08% 5-Year U.S. Treasury Note Continuous Contract $108.750-0.180-0.16% 10-Year U.S. Treasury Note Continuous Contract $111.594-0.234-0.21 ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Amilcar has 10 years of FinTech, blockchain, and crypto startup ...

Data governance involves the comprehensive management of data availability, usability, quality, and security. At Purdue University, data governance is supported by a collaborative data community ...

Morningstar Direct is a comprehensive application that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, ...

Financial Crimes Enforcement Network (FinCEN) is a U.S. Treasury bureau that collects and analyzes financial data to help detect and prevent financial crime. The Financial Crimes Enforcement Network ...

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break ...

Amy Fridhi is a licensed Realtor® with ΓEA⅃, working with clients in Southwest Florida and Greater Boston. Heading into her sixth year, she has sold over $80 million in real estate. Amy is certified ...

About Clearwater Analytics Holdings Inc. Clearwater Analytics Holdings, Inc. engages in the provision of web-based investment portfolio accounting, reporting, and reconciliation services. It operates ...

The next phase of Advisor Workstation, Morningstar Direct Advisory Suite is a connected suite of tools spanning proposal creation, investment research, and investment planning for financial advisors.