Search Results for: professional services

Is Your 3rd Party Risk Management Robust Enough? Here’s how to Tell.
Fintech Guest Posts Risk Management

Is Your 3rd Party Risk Management Robust Enough? Here’s how to Tell.

Henry Umney
Exactly what is the role vendor and third-party risk management plays in operational risk management for Fintech companies? This has become an ever-more important question in recent years as corporate internal practices have come under greater scrutiny, as scenarios within conduct and reputation risk have left some companies exposed to......
ErisX Advances Strategic Relationship with Fidelity to Expand Access to Digital Assets
Fintech News

ErisX Advances Strategic Relationship With Fidelity to Expand Access to Digital Assets

Fintech News Desk
ErisX is expanding safe and regulated access to digital assets through familiar investing tools, by collaborating with Fidelity Digital Asset Services, LLC (Fidelity Digital AssetsSM). Fidelity Digital Assets can now access the ErisX spot market, increasing the breadth of accessible liquidity available to Fidelity Digital Assets’ customers. Read More: Jack Henry......
RSM Selects Lukka as Preferred Provider for Crypto Tax Software Solutions
Blockchain Fintech News

RSM Selects Lukka as Preferred Provider for Crypto Tax Software Solutions

Fintech News Desk
Lukka, a blockchain-native software and data services company, has been selected by RSM US LLP (“RSM”) – the nation’s leading provider of audit, tax and accounting services focused on the middle market – to provide crypto tax software solutions to the firm’s tax clients. Specifically, Lukka will supply RSM’s tax......
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution
Business Fintech News

PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution

Fintech News Desk
Advisors can View Real-Time Plan & Participant Data from PCS within Envestnet Wealth Management Platform PCS Retirement, a leading provider of retirement plan recordkeeping services, announced the rollout of the ManagedPlan turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions......
Consortium of Fintech and Security Companies Create First Hardware-Free PIN-Based mPOS for Android
Fintech News

Consortium of Fintech and Security Companies Create First Hardware-Free PIN-Based mPOS for Android

Fintech News Desk
Rubean and CCV Partner with Intertrust and Riscure to Launch Solution for Micro-Merchants to use Android Handsets with PhonePOS to Accept Card Payments for Goods and Services Rubean and CCV, in partnership with Intertrust and Riscure,  announced the launch of a jointly developed contactless payment application that transforms Android handsets......
Savology Secures $750,000 Seed Round to Democratize Financial Planning
Fintech Fintech Funding Fintech Startups News

Savology Secures $750,000 Seed Round to Democratize Financial Planning

Fintech News Desk
Savology, a Utah-based fintech startup providing free financial planning, oversubscribed a $750,000 seed round of funding to make financial planning more accessible and affordable than ever before. Read More: Nav Launches Calculator to Help Business Owners Determine Eligibility for CARES Act SBA Loans Several strategic investors participated in the funding round, including: After creating......
Global Data Consortium Strengthens Position in Identity Verification by Adding Compliance Leaders
Fintech News

Global Data Consortium Strengthens Position in Identity Verification by Adding Compliance Leaders

Fintech News Desk
 GDC brings unparalleled insight to help industry compliance teams and customers adjust with new chief compliance officer and the formation of a compliance advisory board. GDC is proud to announce that James Philip is going to be joining the team as our Chief Compliance Officer. While it’s not yet common practice in......
Blox & Sovos Discover Deep Challenges for Cryptocurrency Tax Reporting and Compliance
Cryptocurrency Fintech News

Blox & Sovos Discover Deep Challenges for Cryptocurrency Tax Reporting and Compliance

Fintech News Desk
More than half of CPAs believe their clients do not receive accurate 1099 forms with the data needed for preparing tax returns Blox, an industry leading crypto accounting platform, and global tax software leader Sovos have released the “2020 Crypto Tax Report,” which identifies emerging challenges for today’s cryptocurrency tax and accounting......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Fintech InsurTech News

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform

Fintech News Desk
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
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