Search Results for: advisory service

Carson Group Announces Elimination of Technology Costs for Its Partners
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Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
by Abhishek Upadhyay0
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
Numerati Partners Co-Hosts the Second InsurTech Alliance (ITA) Science & Engineering Expo
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Numerati Partners Co-Hosts the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
by Fintech News Desk0
Numerati Partners LLC co-hosted the second InsurTech Alliance (ITA) Science & Engineering Expo on January 30, 2020 in New York City. The ITA Science & Engineering Expo is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm seeking to foster the next generation of data-intensive risk and liability management enterprises in......
Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform
Banking Fintech News

Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform

Fintech News Desk
by Fintech News Desk0
-Beyond Bi-Directional Syncing, Avii Provides Accountants Using Avii Workspace for Tax, Audit and Advisory the Ability to Edit OneDrive Documents Directly from the Cloud- Accounting practitioners who use Microsoft’s OneDrive  document sharing and storage solution in conjunction with the Avii Workspace unified SaaS platform have yet another reason to cheer. Avii......
RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
by Fintech News Desk0
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
Centage Corporation Taps Nate Burnes as Vice President of Customer Success
Business Fintech News

Centage Corporation Taps Nate Burnes as Vice President of Customer Success

Fintech News Desk
by Fintech News Desk0
Centage Corporation, leading provider of cloud financial software that transforms how businesses budget, forecast, analyze and report, announced that it has promoted Nate Burnes into the newly created role of Vice President of Customer Success, reporting directly to the CEO of Centage. In his new role, Burnes will oversee Centage’s......
Expansion Capital Group Named Among ‘Best Places to Work in Financial Technology in 2020’
Banking Fintech News

Expansion Capital Group Named Among ‘Best Places to Work in Financial Technology in 2020’

Fintech News Desk
by Fintech News Desk0
ECG Earns National Award for the Second Year in a Row For the second year in a row, Arizent named Sioux Falls’ Expansion Capital Group (ECG) among the ‘Best Places to Work in Financial Technology in 2020.’ ECG was selected out of hundreds of companies nationwide for its high-scoring workplace policies, practices, philosophy, systems, demographics, and......
280 CapMarkets Named One of the 'Best Places to Work in Financial Technology' for 2020
Banking Fintech News

280 CapMarkets Named One of the ‘Best Places to Work in Financial Technology’ for 2020

Fintech News Desk
by Fintech News Desk0
Accolade Recognizes 280’s Culture Emphasizing Innovation, Collaboration & Inclusivity 280 CapMarkets, an innovative, technology-driven fixed income company providing best execution support and price transparency to advisors, institutions and issuers, has been named one of 2020’s “Best Places to Work in Financial Technology” by Arizent, previously known as SourceMedia. Read More: Financial Technology Start-Up Introduces......
Joint Payrailz®, Credit Union CUSO, CU Railz®, Builds Momentum, Growing to 13 Members, Raises $15M
Banking Fintech News

Payrailz Recognized as One of Arizent’s Best Places to Work in Fintech

Fintech News Desk
by Fintech News Desk0
Payrailz, a digital payments company offering smarter, more engaging payment experiences to banks and credit unions 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 and Best Companies Group. This annual survey and......
Abrigo’s New Asset/Liability Management Solution Helps Optimize Performance at Community Financial Institutions
Banking Fintech News

Abrigo Named One of the Best Places to Work in Financial Technology in 2020

Fintech News Desk
by Fintech News Desk0
Abrigo, the leading technology provider of compliance, credit risk, and lending solutions for community financial institutions, has been named one of the 2020 Best Places to Work in Financial Technology by Arizent, publisher of American Banker, National Mortgage News, PaymentsSource, Financial Planning and Digital Insurance. Created in 2017, this annual survey and awards program is designed to identify,......
Self Named one of the Best Places to Work in Financial Technology 2020
Business Fintech News

Self Named one of the Best Places to Work in Financial Technology 2020

Fintech News Desk
by Fintech News Desk0
Self Financial, Inc., 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 Ariznet and Best Companies Group. This annual survey and awards program is designed to identify, recognize and honor the best employers in the......
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