Search Results for: financial tools

Avii Announces Significant Uplifts to Financial Modules In Avii Workspace Platform for Accounting Firms
Finance News

Avii Announces Significant Uplifts to Financial Modules In Avii Workspace Platform for Accounting Firms

Business Wire
by Business Wire0
Avii, a leading provider of accounting software, announced enhanced Financial Modules within the Avii Workspace platform. The significantly expanded features streamline and automate the processes that range from accomplishing accounting services to tracking financial elements that include project budgets, resource planning and assignments, hours scheduled, time keeping, reporting, billing, utilization,......
B2B Cloud Featured Fintech Primers

Google FinOps And The Future Of Cloud Financial Operations

Pooja Choudhary
by Pooja Choudhary0
Let’s Discuss Cloud FinOps. It’s an organizational structure and cultural transformation that integrate technology, finance, and business to promote financial accountability and hasten the realization of company value through cloud transformation. FinOps is an evolving cloud financial management discipline and cultural practice that enables organizations to get maximum business value......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Onfido Launches Identity Verification Service for Salesforce Financial Services Cloud
Finance News

Onfido Launches Identity Verification Service for Salesforce Financial Services Cloud

Business Wire
by Business Wire0
Salesforce customers are now able to activate identity verification in just a few clicks to help drive onboarding efficiency and Know Your Customer compliance Onfido, the leading global provider of automated digital identity verification and authentication announced that its award-winning Real Identity Platform services are now available for Salesforce Financial Services Cloud customers.......
WeTrade Group Inc Plans to Launch a Global Universal Card VM Card to Further Expand Its Overseas Financial Business
Fintech News

WeTrade Group Inc Plans to Launch a Global Universal Card VM Card to Further Expand Its Overseas Financial Business

PR Newswire
by PR Newswire0
WeTrade Group Inc., a global diversified “software as a service” technology service provider committed to providing technical support and digital transformation tools for enterprises across different industries, announced that the Company will launch a global universal consumer card, VM Card. The VM Card is a payment product developed based on......
New Technological Advancements In The Financial Services Industry
Artificial Intelligence Featured Finance Technology

New Technological Advancements In The Financial Services Industry

Pooja Choudhary
by Pooja Choudhary0
In this article, we shall be discussing new tech advancements in the financial sector domain. Five startups in AI domain have been taken as an example to illustrate the tech know-how with their USP highlighted. Below is one on one description along with the author’s screenshot of the same highlighting......
Q2 Announces Premium Treasury Pricing Solution to Help Financial Institutions Grow Deposits, Increase Fee Income and Expand Client Relationships
Fintech News

Q2 Announces Premium Treasury Pricing Solution to Help Financial Institutions Grow Deposits, Increase Fee Income and Expand Client Relationships

Business Wire
by Business Wire0
The unified treasury pricing and relationship profitability solution designed for treasury officers delivers a seamless experience across business units Q2 Holdings,, a leading provider of digital transformation solutions for banking and lending, announced Q2 Premium Treasury Pricing, a unified relationship pricing and profitability module of Q2 PrecisionLender to help financial......
Accion and Mastercard Renew Partnership, Aim to Connect 10.5 Million People to Digital Financial Services
Digital Finance News

Accion and Mastercard Renew Partnership, Aim to Connect 10.5 Million People to Digital Financial Services

PR Newswire
by PR Newswire0
Partnership will work with fintechs and financial service providers to improve financial health of small businesses in emerging economies Building on four years of work together to enable digital transformation among small businesses, Accion and the Mastercard Center for Inclusive Growth announced a renewal of their partnership and a sustained......
Moomoo Launches Virtual Stocks Competition During Financial Literacy Month
News Trading

Moomoo Launches Virtual Stocks Competition During Financial Literacy Month

PR Newswire
by PR Newswire0
Join moomoo’s paper trading competition during the month of April Moomoo, a tech-driven financial services platform offering professional trading tools and an engaged social community, announces its virtual paper trading competition as part of its Financial Literacy Month activities in April. Paper trading simulates trading by utilizing virtual funds allowing......
RightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans
Finance News

RightCapital Introduces “Cash Flow Maps,” Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans

PR Newswire
by PR Newswire0
Cash Flow Maps Are the Newest Addition to RightCapital’s Growing List of Data Visualization Tools to Help Financial Advisors Deliver Better Client Experiences RightCapital, the fastest-growing financial planning software for financial advisors, has added Cash Flow Maps, intuitive data visuals for illustrating cash inflows and outflows in financial plans. The......
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