Navexa launches AI-powered tools for financial advisors, accountants, and wealth managers to improve efficiency and accuracy. AI ensures 100% accuracy and synchronization across client holdings, ...

Reporting tools and software are crucial to teams, especially in terms of project management as they provide a structured way to track progress, identify risks and make informed decisions. They offer ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The collaboration is designed to enhance the functionality and value of ...

MELBOURNE, Australia, March 20, 2025 /PRNewswire/ -- Australian portfolio tracking and tax reporting startup, Navexa, has unveiled the first AI-powered tools for financial advisors and wealth managers ...

All large companies will soon have to report on sustainability in accordance with precise standards. Sustashift helps them do this by offering ready-made templates and automated digital mark-up of ...