Search Results for: tax management

AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

ABS Appoints Jasen Portero as Chief Operations Officer

Fintech News Desk
by Fintech News Desk0
Applied Business Software, Inc., (“ABS”), leader in loan servicing and origination software in the private lending space, announced  that Jasen Portero, its current Vice President of Development for the last 12 years, has been appointed Chief Operations Officer. As a Full Stack Developer, Jasen oversees the Development Department, manages all......
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......
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......
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......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News Risk Management

Harold Gonzalez Named loanDepot Chief Information Security Officer

Fintech News Desk
by Fintech News Desk0
Harold Gonzalez has been named as Senior Vice President, Chief Information Security Officer for loanDepot. Gonzalez will be responsible for the Company’s Information Security efforts, including cyber security operations, strategy and governance. An information privacy and security veteran, Gonzalez will report to Chief Information and Technology Officer Sudhir Nair. Read More: Simple Announces......
LeaseLock Deploys Zero Deposit™ Software Platform to Automate Deposits Out of Leasing
Fintech InsurTech News

Olive Tree Holdings Deploys LeaseLock Across Entire Portfolio

Fintech News Desk
by Fintech News Desk0
Apartment owner and operator makes renting more affordable by fully eliminating security deposits using LeaseLock Zero Deposit LeaseLock, the only provider of a nationwide A-rated lease insurance program that totally eliminates security deposits, surety bonds and guarantors in rental housing, announced Olive Tree Holdings (Olive Tree) is the newest company......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities
Capital Markets Fintech InsurTech News

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) and Raymond James Financial (“Raymond James”) have now unveiled integration that brings SIMON’s end-to-end digital platform for annuities to all 8,000+ Raymond James advisors. The new partnership extends SIMON’s best-in-class insurtech solution to Raymond James’ national network of advisors,......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage
Fintech InsurTech News

Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage

Fintech News Desk
by Fintech News Desk0
The insurtech startup aims to transform the role of retail agents in today’s insurance ecosystem Covered by SAGE, a modern, tech-enabled Property and Casualty (P&C) insurance brokerage revolutionizing the insurance industry, announced it has successfully closed a $6 million seed round, led by NFX with participation from Tectonic Capital and Treasury,......
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