Search Results for: cloud-based technology

Fintech Funding News

AST Private Company Solutions Announces Partnership & Integration with Leading Fund Administration Firm HC Global Fund Services, LLC

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) announced a new strategic partnership with HC Global Funds Services, LLC (HC Global) as a provider of fund administration services to seed fund, accelerator fund, venture, and private equity funds as well as special purpose vehicles. Users of AST PCS’s recently launched Astrella™ capitalization......
Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software
Fintech News

Canopy Shares Insights on What Clients Expect from Their Accountant

Fintech News Desk
by Fintech News Desk0
New report finds that in-person meetings and online document exchange are very important for clients Canopy, the leading cloud-based practice management platform for accounting professionals, today shared results from its survey on what clients appreciate and would like their accountant to change. The study found that 85 percent of those......
Business News

BillingPlatform Named to Constellation ShortList™ for Smart Services Digital Monetization Platforms

Fintech News Desk
by Fintech News Desk0
Cloud-based billing and monetization solution recognized for its flexibility to support enterprises with multiple billing models and pricing structures BillingPlatform, the leading global cloud-based monetization and billing solution provider, today announced it was named to the Constellation ShortList™ for Smart Services Digital Monetization Platforms in Q3 2020 for the fourth consecutive......
Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals
Fintech News

iPipeline Platform to Take on New Dimension with Sean Fallon as VP, SSG Digital Platform & Policy Administration

Fintech News Desk
by Fintech News Desk0
Low Code, User Configurable Next-Gen Digital Platform to Offer a Connected Highway for iPipeline Products and Customer’s Existing Systems iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, announced the appointment of Sean Fallon to the position of Vice President, SSG Digital Platform......
LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020
Fintech News

LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020

Fintech News Desk
by Fintech News Desk0
Social Security Advantage tech adds average of $150K of possible retirement money per client The difference between an adequate Social Security benefit filing strategy and an optimal one can be life-changing. LifeYield LLC, the market leader in developing cloud-based solutions that help advisors maximize retirement income for their clients, today......
Uncategorized

Tabs3 Software Releases New Matter Manager

Fintech News Desk
by Fintech News Desk0
Software Technology, LLC, the maker of Tabs3 Software, is excited to announce the release of the newly redesigned Tabs3 Billing Matter Manager. This feature creates a single, unified hub that makes it easier than ever to manage all things billing-related for each matter. The new Matter Manager provides at-a-glance billing......
Discovery Data Launches MarketPro Intelligence Platform, Unveils Evolved Brand
Fintech InsurTech News

Discovery Data and AdvisorTarget Announce Partnership Integrating Predictive Behavioral Data Signals With Actionable Advisor Profiles to Empower Sales and Marketing

Fintech News Desk
by Fintech News Desk0
Discovery Data, the market leader with superior data and analytics on firms and people in the financial services and insurance industries, has announced the integration of AdvisorTarget’s predictive behavioral data signals within their cloud-based platform and marketing services to empower sales and marketing teams with timely insights and sophisticated targeting......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Fintech Funding News

Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......
MineralTree Adds SaaS Veteran Kristin Hambelton to Lead Marketing
Business Fintech News

MineralTree Adds SaaS Veteran Kristin Hambelton to Lead Marketing

Fintech News Desk
by Fintech News Desk0
New Chief Marketing Officer will help scale company’s growth in AP automation and B2B payments markets  MineralTree, an Accounts Payable (AP) and payment automation solution provider, announced the addition of Kristin Hambelton as Chief Marketing Officer. In her role, she will lead all marketing efforts at the company including strategy, demand......
Fintech News

Curb Debuts Taxi PaaS Solution with City of Chicago to Enable E-hailing and Mobile Payments for Wheelchair Accessible Vehicles

Fintech News Desk
by Fintech News Desk0
Curb, the leading mobility platform for licensed taxi and for-hire rides in North America, today announced the City of Chicago Department of Business Affairs and Consumer Protection (BACP) as the first customer for its new PaaS offering to manage wheelchair accessible taxi service for the city. Combining Curb’s cloud-based hailing platform—which......
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