Search Results for: professional services

Botkeeper Raises $25 Million in Series B to Continue Helping CPA Firms Thrive
Artificial Intelligence Fintech Fintech Funding Investment Services News

Botkeeper Raises $25 Million in Series B to Continue Helping CPA Firms Thrive

Fintech News Desk
by Fintech News Desk0
Botkeeper, a leading US-based AI-powered Bookkeeping company, announced that it has raised $25 million in Series B funding, bringing its total funding to $47.5 million. The round was led by Point72 Ventures, the global venture capital firm backed by prominent investor Steve Cohen. Additional investors include High Alpha Capital, Republic Labs, Oakridge, Peak State as well as existing investors Ignition......
Citi Enhances FX Execution for Investor Clients with Order Scheduling
Fintech Fintech Funding Investment Services News

Citi Enhances FX Execution for Investor Clients with Order Scheduling

Fintech News Desk
by Fintech News Desk0
Citi announced the enhancement of its single-dealer foreign exchange platform, CitiFX Pulse, with new functionality that provides investor clients with the flexibility to stage orders directly from their own execution management system for automatic local market execution at a specified time. Previously, clients could only send FX orders manually to......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
U.S. Insurance Departments Move Toward Remote Assessments via Prometric’s ProProctor Online Proctoring Solution
Fintech InsurTech News

U.S. Insurance Departments Move Toward Remote Assessments via Prometric’s ProProctor Online Proctoring Solution

Fintech News Desk
by Fintech News Desk0
Solution to increase access via at-home testing for license seekers in New Hampshire and Utah Prometric announced that aspiring insurance professionals in both New Hampshire and Utah will now be able to complete their examination requirements for their insurance license in the comfort and security of their homes or work......
Barchart Releases Commodity Data Mapping Technology within cmdtyView
Fintech News Trading

Barchart Releases Commodity Data Mapping Technology within cmdtyView

Fintech News Desk
by Fintech News Desk0
Barchart, a leading provider of market data and technology services to the financial, media and commodity industries, has announced the release of new commodity data mapping technology within cmdtyView Pro. This suite of geospatial tools provides cmdtyView Pro users with powerful mapping tools to visually analyze any agricultural, energy, or......
Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries Regarding COVID-19's Impact on Global Economy and Markets
Economy Fintech News

Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries Regarding COVID-19’s Impact on Global Economy and Markets

Fintech News Desk
by Fintech News Desk0
Releases a Question and Answer Website with Responsive Video Podcast Series Hosted by and Featuring Buckingham’s Prestigious Thought Leadership Team In response to heightening client questions regarding COVID-19’s impact on financial planning, Buckingham Wealth Partners (“Buckingham”) announced the launch of AskBuckingham.com, a question and answer website that houses a responsive......
360factors Releases Predict360 Version 5.0 on June 15, 2020
Fintech News Risk Management

360factors Releases Predict360 Version 5.0 on June 15, 2020

Fintech News Desk
by Fintech News Desk0
Major software update offers sleek, new user interface and collaboration features for risk and compliance professionals 360factors, the industry leader in risk and compliance intelligence software for banks and financial services organizations, announced that the company is releasing Predict360 version 5.0, a major software update that enhances user experience with easier......
Wells Fargo Launches WellsOne® Virtual Card Payments Service
Business Fintech Fintech Funding News

Wells Fargo Foundation Expands Free Virtual Financial Coaching to Help with COVID-19 Hardships

Fintech News Desk
by Fintech News Desk0
With record numbers of U.S. adults filing for unemployment, and many people facing a lower income amid COVID-19, the Wells Fargo Foundation is supporting national nonprofits in expanding virtual financial coaching services, cost-free, to help the public adapt in these challenging times. These efforts are part of the Wells Foundation’s $175 million commitment to......
Adwerx Helps Industry Elite Grow their Business With Proven Technology, Launches the Top Producer Platform
Business Fintech News

Adwerx Helps Industry Elite Grow their Business With Proven Technology, Launches the Top Producer Platform

Fintech News Desk
by Fintech News Desk0
Adwerx, preferred digital advertising platform to over 25% of the top real estate brokerage firms and over 15% of the top mortgage originators in the U.S., announces the Top Producer Platform, a solution designed specifically with leading professionals in mind to increase their productivity and scale efficiency. Read More: M......
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