Search Results for: strategies

Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations
Fintech Funding Fintech Radar Fintech Startups News

Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations

Fintech News Desk
by Fintech News Desk0
Ordway, a billing and revenue automation platform for scaling companies, today announced a $10 million Series A investment led by CRV with participation from Clocktower Ventures and existing investors Lerer Hippeau and Revolution’s Rise of the Rest Seed Fund. Led by Sameer Gulati, a SaaS veteran at the epicenter of......
Tips from Mubarak Shah, the CEO of InPennyStock.com on How to Grow Your Portfolio
Cryptocurrency Fintech Radar Investment Services Trading

Tips from Mubarak Shah, the CEO of InPennyStock.com on How to Grow Your Portfolio

Fintech News Desk
by Fintech News Desk0
In today’s financial marketplace, a well-maintained portfolio is vital to any investor’s success. As an individual investor, you need to know how to determine an asset allocation that best conforms to your personal investment goals and risk tolerance. In other words, your portfolio should meet your future capital requirements and give you peace......
TaxAct and TaxDome Partner to Help Tax Pros Modernize Their Practices
Banking Fintech News

Free TaxAct Tool Helps Boost Tax Refunds, Savings that Could Build a $100,000 Retirement Nest Egg

Fintech News Desk
by Fintech News Desk0
TaxAct is giving customers free access to a proprietary tax-analyzer that suggests how to get bigger refunds while adding to their retirement savings. The software tool, called My Tax Plan, is free to all online TaxAct filers, including those who use TaxAct Free Edition. The free downloadable report from My......
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Daxko Announces Steve Ayers as Vice President of Mid Market Sales for the Club Market
Banking Fintech News

Daxko Announces Steve Ayers as Vice President of Mid Market Sales for the Club Market

Fintech News Desk
by Fintech News Desk0
Daxko, the member-based health and wellness industry’s leading software and payments provider, announced that Steve Ayers has joined the company as Vice President of Mid Market Sales for their Club Market. Ayers will lead Daxko’s strategies for targeting growth in the fitness mid-market segment. He reports directly to Jeff VanDixhorn, Daxko’s Chief......
Cornerstone
Banking Fintech News

Fintech Partnerships a Key Growth Strategy for Banks and Credit Unions in 2020

Fintech News Desk
by Fintech News Desk0
Fintechs Can Provide Better Design Capabilities, Improved Customer Experience, Report States Financial institutions are making fintech partnerships a key priority in 2020, according to new research from Cornerstone Advisors. In What’s Going On In Banking 2020: Outlook for a New Decade, 65 percent of banks and 76 percent of credit unions say......
Millennials Lead the Pack in Sticking to Savings Resolutions
Banking Fintech News

Millennials Lead the Pack in Sticking to Savings Resolutions

Fintech News Desk
by Fintech News Desk0
Nearly Half Have Stayed on Track in 2020 Shattering the stereotype that millennials don’t prioritize saving, nearly half of this group who made a New Year’s resolution to save more say they have stayed completely on track in 2020, according to CIT Bank’s recent survey, conducted by The Harris Poll. The survey indicates......
Global Payout Changes Name to Global Trac Solutions, Inc.
Fintech News

Global Payout Changes Name to Global Trac Solutions, Inc.

Fintech News Desk
by Fintech News Desk0
Global Payout Inc.  is pleased to announce that, as part of a larger effort to restructure and diversify the Company, the name has been changed to Global Trac Solutions, Inc. “Over the course of the past year, Global’s team has been recognized for their ability to effectively structure sales and......
1