Search Results for: financial workflow

ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors
Fintech News

ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors

FTS News Desk
ETFLogic, the leading ETF portfolio analytics provider, has announced new additions to their Logicly platform, which include deeper integrations with wealth management partners, mutual fund support, and advanced charting capabilities. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Since its launch in January......
MedEvolve Announces Workflow Automation to Minimize Financial Clearance Risk for Physician Practices
Fintech News

MedEvolve Announces Workflow Automation to Minimize Financial Clearance Risk for Physician Practices

FTS News Desk
New Platform Establishes Visual Cues and Natural Automated Workflows to Improve Transparency and Increase Staff Productivity MedEvolve, Inc., a leading provider of data-driven solutions that provide unmatched transparency, automation and accountability for healthcare organizations, unveiled its AI-powered Financial Clearance Workflow Automation platform. The solution leverages visual cues and natural workflow......
YCharts Launches New Partnership with United Planners Financial Services
Finance Fintech News

YCharts Launches New Partnership with United Planners Financial Services

FTS News Desk
A new relationship with YCharts will provide United Planners Financial Services & their affiliated advisors with strategic access to a suite of powerful investment analysis tools that simplify client engagements, optimize workflows, and enable smarter investment decisions YCharts, an investment research, analytics, and client communications platform, announced a new partnership......
Zest AI Becomes Asc 606 Compliant And Cuts Costs 60% Through Financial Automation With Sage Intacct
Business Fintech News

Zest AI Becomes Asc 606 Compliant And Cuts Costs 60% Through Financial Automation With Sage Intacct

FTS News Desk
Machine learning pioneer successfully pivots to SaaS financial management and adopts new accounting standard while scaling finance efficiently amid 100% growth Sage, the market leader in cloud business management solutions, announced that Zest AI recently upgraded to Sage Intacct for core financial and revenue management. Moving from its original accounting software and transforming financial......
AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees
Digital Payments Finance Fintech News

AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees

FTS News Desk
AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and compliantly deposit checks, saving time, reducing overnight mailing costs, and speeding up fund availability AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced a new mobile check deposit capability for its enterprise clients.......
DFIN and FloQast Announce Partnership to Transform Financial Reporting
Finance News Risk Management

DFIN and FloQast Announce Partnership to Transform Financial Reporting

FTS News Desk
New Integrated Platform Helps Make Companies IPO and Post-IPO Compliance Ready Donnelley Financial Solutions, a leading risk and compliance company, and FloQast, a provider of accounting workflow automation software, announced a strategic partnership to transform the financial close and reporting processes, especially for companies planning to go public. Through the......
Cedar Partners With Hartford HealthCare to Prioritize the Patient Financial Experience
Fintech News

Cedar Partners With Hartford HealthCare to Prioritize the Patient Financial Experience

FTS News Desk
Cedar’s patient engagement and payment technology platform will streamline the post-visit billing process across more than 350 locations in Connecticut and Rhode Island Hartford HealthCare, Connecticut’s most comprehensive healthcare system, and Cedar, an innovative patient engagement and financial technology platform, announced a partnership to improve the online billing experience for patients. “Every......
Volkswagen Financial Services Debuts Digital Financing Solution Powered by Scrive and Onfido
Blockchain Digital Fintech News

Volkswagen Financial Services Debuts Digital Financing Solution Powered by Scrive and Onfido

FTS News Desk
Volkswagen Financial Services UK (VWFS), part of Volkswagen AG, has partnered with Scrive and Onfido to launch their next-generation digital financing solution for UK dealerships. Scrive’s electronic signature service and Onfido’s digital identity verification services are seamlessly integrated into the new process, for quickly verifying customer identity and signing financing agreements either remotely or in......
Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
Business Fintech InsurTech Investment Services News Risk Management

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

FTS News Desk
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......