Search Results for: Financial Advisor

Small Businesses to Benefit from Integrations of Insurance and 401(k) Services on QuickBooks Platform
Artificial Intelligence Fintech InsurTech News

Small Businesses to Benefit from Integrations of Insurance and 401(k) Services on QuickBooks Platform

Fintech News Desk
by Fintech News Desk0
 Millions of QuickBooks Customers Now Have the Opportunity to Protect Their Businesses and Help Their Employees Prosper Intuit Inc. (Nasdaq: INTU) today announced the availability of two new offerings — QuickBooks Insurance and separately, 401(k) powered by Guideline1 — further expanding the capabilities of the QuickBooks Online platform to help small......
Contour and Mphasis Partner to Accelerate the Digital Transformation of global Trade Finance
Fintech News

Contour and Mphasis Partner to Accelerate the Digital Transformation of global Trade Finance

Fintech News Desk
by Fintech News Desk0
Contour, the global decentralized platform building the new standard for global trade, today announced a partnership with Mphasis, an Information Technology (IT) solutions provider specializing in cloud and cognitive services, to accelerate the scaled adoption and extend the reach of the Contour network by banks, enterprises and partners worldwide. Read More: PayPal Launches New Service......
Bitstamp Announces Julian Sawyer as New Chief Executive Officer
Business Cryptocurrency Fintech News

Bitstamp Announces Julian Sawyer as New Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Nejc Kodrič, co-founder and former CEO, assumes role as member on Bitstamp’s Board of Directors Bitstamp today announces that Julian Sawyer has been named Chief Executive Officer of the company. Sawyer becomes the second CEO in the company’s history, as Bitstamp’s co-founder and former CEO Nejc Kodrič moves into a new......
New Study Finds Smooth Digital Transactions “Essential to Business Survival” During and After Pandemic
Business Fintech News

New Study Finds Smooth Digital Transactions “Essential to Business Survival” During and After Pandemic

Fintech News Desk
by Fintech News Desk0
Economist Intelligence Unit and TransUnion report highlights which emerging technologies could present challenges for and increase fraud prevention, economic inclusion and consumer privacy A new global study by the Economist Intelligence Unit and TransUnion (NYSE: TRU) has overwhelmingly found the key to whether or not companies go out of business......
Fintech News

CompTrak Wins ‘Best Emerging Compensation Management Solution’ at 2020 FinTech Awards

Fintech News Desk
by Fintech News Desk0
CompTrak’s configurable, end-to-end management platform is awarded the title after providing an all-inclusive solution for compensation, equity, and total rewards for businesses of all sizes. CompTrak, a comprehensive compensation management software, has received the title of ‘Best Emerging Compensation Management Solution’ at the 2020 FinTech Awards. The title is a......
CPA.com and Jirav Launch Strategic Partnership
Business Fintech News

CPA.com and Jirav Launch Strategic Partnership

Fintech News Desk
by Fintech News Desk0
All-in-One Financial Planning & Analysis Solution Enables Higher-Value Advisory Services for CPA Firms CPA.com has added Jirav, an all-in-one business planning software for small and medium companies, to its lineup of preferred cloud solutions for the accounting profession. Read More: Huobi Expands Fiat Gateway to Support AUD, GBP and EUR......
Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics
Fintech News

Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics

Fintech News Desk
by Fintech News Desk0
Plan Analytics Premium Includes Three New Features That Sift and Sort Data for Advisors, Saving Them Time While Surfacing Opportunities That May Have Otherwise Gone Overlooked After launching plan analytics earlier this year, Envestnet | MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the data sifting and visualization capabilities of......
Possible Raises Series B and Moves Fully Remote
Fintech Fintech Funding News

Possible Raises Series B and Moves Fully Remote

Fintech News Desk
by Fintech News Desk0
Possible raises $11 million in new equity funding to expand the team and to provide additional products for its customers. Union Square Ventures led the round, with participation from existing investors Canvas Ventures, Unlock Venture Partners, Columbia Pacific Advisors, Union Bay Partners, Tom Williams, and FJ Labs. The company has also secured $80 million in......
Credit Suisse and Salt Financial announce a collaboration on quantitative index solutions
Business Fintech News

Credit Suisse Advances Institutional Sustainability Initiative Through Partnership with Equilibrium

Fintech News Desk
by Fintech News Desk0
Credit Suisse is pleased to announce that it has achieved another milestone in fulfilling its institutional commitment to sustainability. Credit Suisse Asset Management will partner with sustainability infrastructure and resource management leader Equilibrium to expand the resources through which each of them is able to make capital available to industries......
BodesWell.io Graduates from FinMason Accelerator to Become Official Partner
Business Fintech Investment Services News

BodesWell.io Graduates from FinMason Accelerator to Become Official Partner

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that BodesWell.io, a self-service financial planning company, has selected FinMason to turbo-charge their investment analytics. BodesWell.io is a recent graduate of FinMason’s FinSpring accelerator program, which provides free APIs to WealthTech startups looking to promote......
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