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Our individual company research leverages detailed review of financial footnotes and management discussion and analysis in SEC filings to deliver clients the whole truth about the profitability and valuation of every stock.
FORBES: Financial Sector Is Full Of Crummy Stocks
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Other companies include BillFloat (online lending), Martini Media (online advertising), Personal Capital (online financial management) and Retail Solutions (data analysis for grocery retailers).
FORBES: Brian Ascher
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Personal Capital delivers a high tech and high touch wealth management service via powerful financial aggregation and self-service analysis tools, but also provides live financial advisors for clients who want help in constructing and maintaining a diversified and balanced portfolio.
FORBES: 10 Rules For Disruptors In The Financial Services Industry
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Many insurance companies are using Microsoft Dynamics CRM for an ever-broadening range of business scenarios including risk analysis, financial planning, policy enforcement, agent training, property management, and other key business areas.
FORBES: Insurance Companies Adopt CRM Tools To Boost Productivity
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Financial institutions should run detection rules and an analysis tool, as well as update patches in content management systems, according to Michael E.
FORBES: Cyber-Attacks Against Banks Continue: Wall Street, We Have A Problemo, Bro
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First, on May 19th, energy risk analysis leader 3TIER and weather risk management firm Galileo announced that they would be offering financial products to hedge the risk of wind variability.
FORBES: Financial Innovation is Blowin' in the Wind
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Sageworks, a financial information company, collects and analyzes data on the performance of privately-held companies and provides cash flow management analysis.
FORBES: Whose Piggy Bank is Full? High Cash Balances