Search Results for: tax management

Quontic Hires Craig Schimelman to Lead Wholesale Mortgage Division
Fintech Mobile Banking News

Quontic Promotes Karen Wood To Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Quontic, the adaptive digital bank, is pleased to announce the promotion of Karen Wood, CMA, CSCA to Chief Financial Officer. As a seasoned banking leader with over 20 years of financial experience, Karen formerly served as Quontic’s Controller for six years and will take over the reins from Don Frain as he begins......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
B2C Fintech Investment Services News

SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

Fintech News Desk
by Fintech News Desk0
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities,......
Peak Trust Selects Keeper's Robust Zero-Knowledge Architecture to Secure Clients' Confidential Financial Information
Business Fintech News

Peak Trust Selects Keeper’s Robust Zero-Knowledge Architecture to Secure Clients’ Confidential Financial Information

Fintech News Desk
by Fintech News Desk0
Keeper’s ability to auto-generate strong and unique passwords, ease-of-use and fast integration among top reasons for the selection Peak Trust, an independent trust company dedicated to offering personal trust administration for families and individuals, has selected Keeper Security’s best-in-class enterprise password management solution for protection against cyberthreats. Peak Trust relies on Keeper’s......
Pipe Raises $60 Million to Accelerate SaaS Subscription Financing Platform
Fintech News

Pipe Raises $60 Million to Accelerate SaaS Subscription Financing Platform

Fintech News Desk
by Fintech News Desk0
Pipe Technologies, Inc. announced it raised $60 million in equity and asset financing as an extension to its Seed round to support the growth of its pioneering SaaS financing platform. Pipe’s subscription financing platform transforms the fundamental economics of the global SaaS industry by enabling SaaS companies to obtain instant liquidity......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Business Fintech News Risk Management

Risk Analysis Service Creators RMA and AFS Launch ‘Commercial Credit Quality Bulletin’

Fintech News Desk
by Fintech News Desk0
The Risk Management Association (RMA) and AFS announced the launch of a monthly “Commercial Credit Bulletin” that will illuminate trends and insights for the benefit of credit risk management practitioners as they navigate an ever-changing economic landscape. “The Commercial Credit Quality Bulletin” will leverage a successful 17-year partnership between RMA......
Milliman Wins Three InsuranceERM Americas Awards for Its Insurtech Products and Risk Consulting Services
Fintech InsurTech News Risk Management

Milliman Wins Three InsuranceERM Americas Awards for Its Insurtech Products and Risk Consulting Services

Fintech News Desk
by Fintech News Desk0
Milliman consultants win “Risk Team of the Year,” while insurtech product Nodal is named “Analytics Solution of the Year” and Milliman’s Arius Enterprise wins “Cloud Technology of the Year” Milliman, Inc., a premier global consulting and actuarial firm, is pleased to announce that the firm has won three 2020 InsuranceERM......
Wolters Kluwer CCH Forward Together Virtual Conference Will Focus on Helping Accounting Firms Navigate Change
Artificial Intelligence Fintech News

Wolters Kluwer CCH Tagetik inTouch Online Conference Inspires CFOs to Evolve NOW with Solutions for Today and for a Future of Accelerated Financial Transformation

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals hosted more than 2000 participants at its 2020 CCH Tagetik inTouch Online User Conference under the theme Evolve NOW. Targeting today’s pressing concerns and the accelerated changes required to......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
by Fintech News Desk0
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Us-Led M&A and Investment to Drive Digital Transformation in 2020
Fintech Investment Services News

US-LED M&A and Investment to Drive Digital Transformation in 2020

Fintech News Desk
by Fintech News Desk0
ICON believes that Digital Transformation across all industry sectors has accelerated to become the most pressing priority for organisations in the aftermath of Covid-19. ICON predicts, this will drive future growth and appetite for acquisition of tech companies worldwide, particularly those involved in FinTech. Read More: Simple Announces Launch of Tax......
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