Search Results for: GIC

Planful Wraps Up Successful Virtual Tour, Doubling Attendance as Interest in Continuous Planning Grows
Fintech News

Planful Announces “Planful Now” Offering to Provide High Impact ROI and Rapid Time to Value for Customers

Fintech News Desk
by Fintech News Desk0
Focused on Delivering Value Quickly, Planful Now Enables Agile, Confident Planning and Decision-Making in 30 Days or Less to Help Customers Get Back on Track Planful Inc. (formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, announced its “Planful Now” package offering at the Planful Virtual Tour,......
Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market
Capital Markets Fintech Fintech Funding Investment Services News

Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market

Fintech News Desk
by Fintech News Desk0
Apex Group Ltd. (“Apex” or “the Group”), a global financial services provider and BITE Investments (“BITE”), a fintech company providing high net worth investors (“HNWIs”) access to alternative investments, announce the launch of a partnership to deliver enhanced solutions to the Asian asset management market. Read More: Bank of Montreal,......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech Fintech Funding News

Oranj Adds Income-Focused Mutual Funds to Its Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Pacific Funds has joined the expanding list of best-in-class asset managers who have made their mutual funds available on the free to......
Buy Now, Pay Later Options Drive Increase in E-commerce Sales of Travel Services and Event Tickets as Some States Begin to Lift Stay-At-Home Orders
Big Data Business Fintech News

Buy Now, Pay Later Options Drive Increase in E-commerce Sales of Travel Services and Event Tickets as Some States Begin to Lift Stay-At-Home Orders

Fintech News Desk
by Fintech News Desk0
Klarna, a leading global payments and shopping provider, released new data from its app in the US, indicating that travel services and event ticket sales are beginning to recover. While still significantly lower compared to an average pre-COVID week, the Airlines category saw a 26% week-over-week rise in average daily......
Figure Launches First Digital Fund Services Offering on Blockchain
Blockchain Capital Markets Fintech News Trading

Figure Announces First Third-Party Loan Trade on Provenance, Company’s Groundbreaking Blockchain Platform

Fintech News Desk
by Fintech News Desk0
Transaction Marks the First of $100 Million in Loan Sales Expected By Private Lender Pacific Private Money Figure Technologies, Inc. (Figure™), a leader in transforming financial services through the power of blockchain technology,  announced that Pacific Private Money and Saluda Grade have completed the first third-party trade on Provenance blockchain,......
John Scuorzo Joins Evercore as Senior Managing Director in its Capital Markets Advisory Practice
Banking Business Capital Markets Fintech Investment Services News

John Scuorzo Joins Evercore as Senior Managing Director in its Capital Markets Advisory Practice

Fintech News Desk
by Fintech News Desk0
Evercore announced that John Scuorzo has joined the Firm’s Investment Banking business as a Senior Managing Director in its Capital Markets Advisory practice. He will be based in New York and Menlo Park and will focus on advising clients in the technology sector. Read More: Abrigo Adds Transparent Artificial Intelligence......
Miller Kaplan Partnership Adds Mark Flanagan
Business Fintech News

Miller Kaplan Partnership Adds Mark Flanagan

Fintech News Desk
by Fintech News Desk0
Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce a new strategic advisor, Mark Flanagan, CPA, CFP®, has joined the partnership. Flanagan, a seasoned accounting professional with 30 years of experience, will bring a depth of expertise to the San Francisco practice, and the firm as a......
COVID-19 Is Rapidly Reshaping Consumer Banking and Payments Behaviors, New FIS Survey Finds
Banking Fintech News

COVID-19 Is Rapidly Reshaping Consumer Banking and Payments Behaviors, New FIS Survey Finds

Fintech News Desk
by Fintech News Desk0
The COVID-19 pandemic and government measures to slow its spread are altering the way Americans bank, pay and shop on an unprecedented scale and with rapid speed, according to a survey released by financial services technology leader FIS. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through......
AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
Business Fintech News

AICPA Says Treasury and SBA PPP Loan Forgiveness Application Leaves Many Questions

Fintech News Desk
by Fintech News Desk0
More Guidance and Flexibility Needed to Support Critical Small Business Relief Process The Treasury Department and Small Business Administration last night released a loan forgiveness application form for the CARES Act’s Paycheck Protection Program (PPP), which had been urgently sought by CPA firms and their small business clients in recent......
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