Search Results for: tax management

Veruna Names Jennifer Carroll as New CEO
InsurTech News

Veruna Names Jennifer Carroll as New CEO

Fintech News Desk
by Fintech News Desk0
 Veruna, developer of the insurance industry’s only agency management system (AMS) built on the Salesforce platform, is pleased to announce Jennifer Carroll as the company’s new CEO, replacing Bob Scullin, who is moving into an expanded and ongoing role at Keystone Insurance Group, a major investor in Veruna. “Jennifer has been part......
PawnHub.io Becomes Hong Kong's First Fully Licensed Crypto Lender
Business News

Financial Institutions Add Capabilities for Small Business Clients with Merchant Solutions from Fiserv

Fintech News Desk
by Fintech News Desk0
First Foundation Bank and Central Missouri Community Credit Union Are Among the Financial Institutions Adding a Merchant Solutions Offering to Their Portfolio Fiserv, Inc., a leading global provider of financial services technology solutions, announced that more than 50 financial institutions that utilize a Fiserv core processing platform added merchant solutions......
Ignite Sales Named a “2020 Best Places to Work in Financial Technology”
Fintech News

Ignite Sales Named a “2020 Best Places to Work in Financial Technology”

Fintech News Desk
by Fintech News Desk0
Ignite Recognized as a Top Employer in the Financial Technology Industry Ignite Sales, Inc., the financial industry leader in customer engagement technology, has been named one of the 2020 Best Places to Work in Financial Technology. The awards program was created in 2017 and is a project of Arizent (formerly SourceMedia) and Best......
Apps Associates Acquires New Hampshire-Based Strafford Technology
Business News

Apps Associates Acquires New Hampshire-Based Strafford Technology

Fintech News Desk
by Fintech News Desk13
Leader in Cloud Migration and Managed Services Strengthens Oracle Enterprise Performance Management (EPM) Expertise, Deepening Support for Oracle Customers’ Journey to the Cloud Apps Associates, an expert Oracle cloud migration and managed services provider, announced it has entered into a definitive agreement to acquire New Hampshire-based Strafford Technology (Strafford), a leading......
Avii, What Their SaaS and Accounting Software Platform
Business Fintech News

Avii Unified Workspace for Accounting Unveils Four New Solution Sets, Appoints Stuart Dean to VP Sales, at Silicon Slopes #TechSummit2020

Fintech News Desk
by Fintech News Desk8
-Company Is Expanding the Industry’s Most Interconnected Practice Management Platform With Solution Sets for Client Portal, Secure Document Exchange, Projects, Tasks and Workflow, and Resource Planning- Avii , provider of the Avii Workspace unified SaaS platform for tax, audit, advisory, compliance and management consulting firms, is expanding rapidly in 2020,......
AllocateRite Announces a New Version of its Mobile App, with Significant Updates
Banking Business News

AllocateRite Announces a New Version of its Mobile App, with Significant Updates

Fintech News Desk
by Fintech News Desk1
AllocateRite, the New York FinTech and data science company that provides wealth managers and individual investors with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce the release of a newly updated version of our mobile app. The update includes stock market momentum indicators which use AI......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
ScoreSense Leverages Machine Learning to Take Its Customer Experience to the Next Level
Fintech News

ScoreSense Leverages Machine Learning to Take Its Customer Experience to the Next Level

Fintech News Desk
by Fintech News Desk9
One Technologies Partners With Arrikto to Uniquely Tailor Its Scoresense Consumer Credit Platform to Each Individual Customer To provide customers with the most personalized credit experience possible, One Technologies, LLC has partnered with data management innovator Arrikto Inc. to incorporate Machine Learning (ML) into its ScoreSense credit platform. “To truly......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
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