Deloitte Consulting Aligns with

Deloitte Consulting announced today that it has formed an alliance with, the financial services industry's first full-service Internet portal site for CFOs, fund managers, and corporate treasury operations. The strategic alliance is aimed at providing financial institutions with seamless integration to

Deloitte Consulting will work with investment banks and financial services providers to develop comprehensive e-commerce strategies to integrate with Currently, the site represents the first single-source location for independent third-party valuations, portfolio and risk management, and trading directly with providers. Deloitte’s strategy is to work with the site’s current capabilities to enhance the offering to end users.

By combining trade capture, fair market valuation, portfolio management, and connectivity with multiple providers of financial products at no cost, is an obvious destination for portfolio managers. The site also hosts each user's portfolio in a secure, private facility. This allows users to subscribe to a number of value-added services (such as swaps processing, advanced risk management analysis, and exotic trade pricing) from unrelated service providers without migrating their existing portfolios.

A primary benefit of the site includes lowering the cost of doing business for both the user and provider of the product or service.

Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
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Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.