Search Results for: financial management

The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors
Fintech News

The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors

Fintech News Desk
by Fintech News Desk0
The Entrust Group (“Entrust”), a national, Self-Directed IRA administrator headquartered in Oakland, California, announces the launch of its new client portal. The self-service, account management portal is available exclusively to Entrust clients with the goal of helping them self-direct their account online seamlessly. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European......
Bento for Business Announces New Chief Executive to Drive Next Phase of Company's Growth
Business Fintech News

Bento for Business Announces New Chief Executive to Drive Next Phase of Company’s Growth

Fintech News Desk
by Fintech News Desk0
Bento for Business (“Bento”), the leading expense management platform for small and mid-sized businesses, has appointed Guido Schulz as its new chief executive officer. Schulz, who has extensive experience scaling technology companies, will partner with Bento co-founder and chairman Farhan Ahmad to drive the company’s next phase of growth as it serves an increasing number......
OneStream Named Winner in Ventana Research’s 13th Annual Digital Innovation Awards
Fintech News

OneStream Software Named to Inc. Magazine’s List of Best Workplaces for 2020

Fintech News Desk
by Fintech News Desk0
Ranks one of the highest-scoring businesses with standout employee engagement OneStream Software, a leading provider of modern Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has been named to Inc. magazine’s annual list of the Best Workplaces for 2020. The list is the result of a wide-ranging and comprehensive measurement......
Tipalti Data Shows the Impact of COVID-19 Pandemic on Global Payables
Business Fintech Fintech Startups News

Tipalti Forms New Partnerships With Floqast, Affise, and Myers-Holum

Fintech News Desk
by Fintech News Desk0
Global payables automation provider grows strategic partner portfolio to further streamline financial operation processes Tipalti, the leading global payables automation platform, announced three new strategic partnerships to further modernize finance operations for startups and midsized companies. The partners include FloQast, a financial close management software company that allows accountants to......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Venminder
InsurTech Investment Services News

SE2 Names Mark Schultis as CEO

Fintech News Desk
by Fintech News Desk0
Schultis to lead company’s client focused, technology-driven approach in serving the life and annuity markets SE2, an Eldridge business, and industry leader in life and annuities insurance technology, today named Chief Customer Officer, Mark Schultis, to CEO. Current Chief Executive, Gautam Thakkar, will remain on the SE2 Board of Directors......
InsureZone and ClarionDoor Announce Partnership to Offer Standard and Surplus Lines Rating in One Platform
Fintech InsurTech News

InsureZone and ClarionDoor Announce Partnership to Offer Standard and Surplus Lines Rating in One Platform

Fintech News Desk
by Fintech News Desk0
Texas-based InsureZone has announced their new partnership with ClarionDoor, a provider of cloud-only, insurance solutions with deep experience in surplus lines. This partnership will pair InsureZone’s suite of insurance sales management software and standard lines rating capabilities with ClarionDoor’s CD MGA Hub, Excess & Surplus solution in one place. Read......
Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
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Ever Wondered How FinTech Is Changing Everyday Life?

Paroma Sen
by Paroma Sen0
Fintech has evolved and how over the last few years. The various financial technologies on offer and the growing number of companies and services that are now using innovative fintech apps and platforms to either help manage their own finances or provide a better quality of financial services to other......
Singapore's Volopay raises $2.1m
Business Fintech News

Identiq Summit Brings Together Global Brands for the First Time to Advance Customer Privacy, Safety and Trust Challenges

Fintech News Desk
by Fintech News Desk0
Identiq announced a virtual summit, that for the first time, brought together 17 of the biggest names in payments, retail, ridesharing, online marketplaces, apartment-sharing, gaming and financial services – including Blackhawk Network, Eventbrite, Gett, Green Man Gaming, Intuit, PayU, Plastiq, Udemy and Via – to discuss ways of boosting online......
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