Search Results for: cloud business management

Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
IFS Retains Status As a Leader In IDC MarketScape For Worldwide Manufacturing Field Service Management
Artificial Intelligence Digital Asset Management News

IFS Retains Status As a Leader In IDC MarketScape For Worldwide Manufacturing Field Service Management

Fintech News Desk
by Fintech News Desk0
Additionally, IFS was recognized for its end-to-end offering, culture of innovation, and industry-specific domain expertise IFS, the global cloud enterprise software company, announced that it has retained its position in the Leaders category in the IDC MarketScape: Worldwide Manufacturing Field Service Management Applications 2021-2022 Vendor Assessment. The company attributes its......
IRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based PayrollIRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll
Digital Payments News

IRIS Software Group Acquires Accountants World To Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll

Fintech News Desk
by Fintech News Desk0
IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is announcing it has acquired Accountants World, a pioneer in cloud solutions for accountants in North America. Latest Fintech Insights: Newmark Announces Agreement with Leading Commercial Real Estate Services Group in Poland The acquisition of Accountants World is a......
State Investment Management Agency Grants Funding to Utenos Trikotažas
Finance News

State Investment Management Agency Grants Funding to Utenos Trikotažas

Fintech News Desk
by Fintech News Desk0
SBA Group company Utenos Trikotažas and the State Investment Management Agency (VIVA), which manages the Business Assistance Fund, have signed a financing agreement worth EUR 2.8 million. The fund will purchase the company’s bonds for EUR 2.3 million and will provide another EUR 500 thousand in the form of a......
Optimizely Launches Integrated B2B Commerce & Content Cloud Solution
B2B Commerce News

Optimizely Launches Integrated B2B Commerce & Content Cloud Solution

Fintech News Desk
by Fintech News Desk0
Integration enables businesses to deliver optimal digital experiences across all audiences and improve collaboration for marketers Optimizely, leading digital experience platform (DXP) provider, announced it is launching an integrated version of its B2B Commerce Cloud and Content Cloud products. The integration allows these two industry-leading products to be easily implemented together, enabling brands to......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
KPay Serves More Than 8,000 Merchants in Its First Year of Business
Digital Payments News

KPay Serves More Than 8,000 Merchants in Its First Year of Business

Fintech News Desk
by Fintech News Desk0
Small and medium merchants attracted to the innovative one-stop integrated payment solution service provider thanks to its strong technical support Established in Hong Kong at the end of 2020, fintech start-up KPay has broken the industry record among local comprehensive payment solution service providers in just one year by providing......
CData Software Raises $140 Million in Series B Funding to Accelerate Growth and Cloud Strategy
Cloud Investment Services News

CData Software Raises $140 Million in Series B Funding to Accelerate Growth and Cloud Strategy

Fintech News Desk
by Fintech News Desk0
Funding led by Updata Partners will advance CData’s mission to bring unparalleled connectivity solutions to the cloud CData Software, a leading global provider of cloud connectivity and integration solutions, announced a $140 million Series B funding round led by Updata Partners, a growth equity investment firm focused on B2B software. The......
Informa's Zephyr Announces Salesforce Cloud Integration Via AppCrown
Finance News

Informa’s Zephyr Announces Salesforce Cloud Integration Via AppCrown

Fintech News Desk
by Fintech News Desk0
Powerful AppCrown technology makes integration seamless, without code, no manual input and within 24 hours Zephyr, a subsidiary of Informa plc, and a recognized leader in providing data, insight and analysis to investment professionals and financial advisors via their Zephyr financial services platform, has partnered with AppCrown, making it possible......
1