Search Results for: integrated management portal

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
Call For Partners: Unbound Launches New Partner Program
Business Fintech News

Call For Partners: Unbound Launches New Partner Program

Fintech News Desk
The New Program Offers Additional Business Revenue For Partners Looking To Advance Their Security Portfolio Unbound Tech, the global leader in cryptographic infrastructure, today announced a call for partners to enable managed service providers, system integrators, resellers, and technology partners to drive increased services revenue and new security solutions. Read......
BNY Mellon and GTreasury Collaborate to Help Clients Manage and Invest Cash
Business Fintech News

BNY Mellon and GTreasury Collaborate to Help Clients Manage and Invest Cash

Fintech News Desk
BNY Mellon announced a new venture that will enable clients to access the market-leading cash management and payment capabilities of treasury management services provider GTreasury. Under the new collaboration, BNY Mellon clients will have the opportunity to achieve greater visibility into their cash balances and more efficient utilization of these......
KyckGlobal and Cambridge Global Payments Partner to Improve Cross-Border Payments for U.S.-Based Firms
Business Fintech Mobile Banking News Risk Management

KyckGlobal and Cambridge Global Payments Partner to Improve Cross-Border Payments for U.S.-Based Firms

Fintech News Desk
KyckGlobal, Inc., a digital payments firm offering a broad available array of payment types from a single point of reconciliation, and Cambridge Global Payments (“Cambridge”), a FLEETCOR company and a provider of integrated cross-border payments and currency risk management solutions, recently announced an alliance to deliver a streamlined solution for......
Splitit Announces Partnership With QuickFee to Extend Impact of Its Unique Buy Now Pay Later Platform to Professional Services Industry
Business Fintech News

Splitit Announces Partnership With QuickFee to Extend Impact of Its Unique Buy Now Pay Later Platform to Professional Services Industryf

Fintech News Desk
Service Will Allow Clients of Accounting and Legal Firms Faster Payment And Better Access To Advice Splitit Payments Ltd., a global payment solutions provider, today announced a new partnership deal with QuickFee, a leading professional services payment provider, that currently processes $300M in payments in this sector. This partnership marks......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Avalara Announces 10 Newly Certified Integrations into Business Applications and 22 New Marketplace Customers
Fintech News

Avalara Introduces E-invoicing Solution to Help Businesses Manage GST Compliance in India

Fintech News Desk
Avalara, Inc. (NYSE:AVLR), a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced the availability of Avalara India GST e-Invoicing, an end-to-end solution that helps companies manage e-invoicing requirements and comply with India’s e-invoicing reform. The new offering builds on Avalara’s range of technological solutions available to......
Sphere Joins with GenieMD to Enable Safe and Secure Telehealth Payments
B2C Fintech News

Sphere Joins with GenieMD to Enable Safe and Secure Telehealth Payments

Fintech News Desk
Leading fintech company integrates with telemedicine solution to deliver secure payments for virtual health and wellness visits. Sphere, a leading provider of end-to-end integrated payments and security software, today announced it has teamed up with GenieMD, a global provider of telemedicine solutions, to offer secure payment acceptance through the GenieMD......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
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