Search Results for: cloud practice management

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
Eka Appoints Rajesh Jagannathan As Global Chief Operating Officer
Fintech News

Eka Appoints Rajesh Jagannathan As Global Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
As COO, Rajesh will play a critical role in enabling delivery operations, accelerating growth and customer success as Eka continues to build superior, platform driven solutions for its customers Eka Software Solutions, a global leading provider of Cloud Platform solutions for commodity markets,  announced that Rajesh Jagannathan has been appointed......
Fishbowl Now Offers Intuit QuickBooks Products and Services as a QuickBooks Service Provider
Business Fintech News

Fishbowl Now Offers Intuit QuickBooks Products and Services as a QuickBooks Service Provider

Fintech News Desk
by Fintech News Desk0
Fishbowl® recently joined Intuit’s QuickBooks Solution Provider program to offer QuickBooks to businesses directly from Fishbowl with great savings and discounts on their favorite QuickBooks products and services. Read More: Chargehound Creates Custom Integration with Patreon to Automate Checkout.com Chargebacks Fishbowl has long been the No. 1 requested desktop manufacturing and......
CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
by Fintech News Desk0
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
Accenture Collaborates with Oracle to Transform Nickel Bank’s Finance Functions
Banking Fintech News

Accenture Collaborates with Oracle to Transform Nickel Bank’s Finance Functions

Fintech News Desk
by Fintech News Desk0
Implementation of cloud-based Oracle Cloud solution completed in just six months Accenture (NYSE: ACN), a Platinum level member of Oracle PartnerNetwork (OPN) completed an information technology (IT) modernization project for Nickel, a subsidiary of BNP Paribas and the first French neo-bank, that transformed Nickel’s finance functions with the implementation of......
Filogix, a Finastra business, acquires Doorr
Banking Fintech News

National Bank of Bahrain selects Finastra to future-proof treasury business

Fintech News Desk
by Fintech News Desk0
Bank goes live with latest version of Fusion Kondor to streamline operations and deliver new services to customers National Bank of Bahrain is live with the latest version of Fusion Kondor, Finastra’s treasury management solution. The move will enhance and automate the bank’s treasury and trading operations, including price calculations, trader activity monitoring and risk......
Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software
Fintech News

Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software

Fintech News Desk
by Fintech News Desk0
Highly configurable, cloud-based platform supports Class’s diverse subscription and consumption business models and integrates with its Salesforce and NetSuite systems BillingPlatform, the leading global cloud-based monetization and billing solution provider, today announced it has signed a multi-year agreement with Class Limited, a leader in cloud-based wealth accounting solutions for accountants, administrators......
2021 Ushers In One Of The Biggest Innovations For The Payroll Industry: DailyPay's Off-Cycle Payroll Solution
Business Cryptocurrency Economy Fintech Fintech Funding InsurTech News

With An Unwavering Commitment To Data Security, DailyPay Achieves The Highest Security Certification In The Industry

Fintech News Desk
by Fintech News Desk0
DailyPay, the gold standard in the on-demand pay industry, has achieved the gold standard in security by attaining the ISO/IEC 27001:2013 certification. ISO/IEC 27001:2013, an internationally recognized security standard published in October 2013 by the International Organization for Standardization (ISO) and the International Electrotechnical Commission (IEC), provides the framework for an Information......
Trillium Mutual Insurance Company Selects Guidewire for Business Innovation and Growth
Business Fintech InsurTech News

Trillium Mutual Insurance Company Selects Guidewire for Business Innovation and Growth

Fintech News Desk
by Fintech News Desk0
Ontario agri-business mutual insurer to leverage Guidewire to enable digital transformation, deliver service excellence, and accelerate product launches Trillium Mutual Insurance Company, an agri-business mutual insurer based out of Listowel, Ontario, and Guidewire Software, Inc. (NYSE: GWRE), the platform P&C insurers trust to engage, innovate, and grow efficiently, today announced......
ASG LegalTech Acquires Headnote, Industry Leading Legal Payments Software
Fintech News

ASG LegalTech Acquires Headnote, Industry Leading Legal Payments Software

Fintech News Desk
by Fintech News Desk0
ASG LegalTech, a portfolio company of Alpine Investors, today announced that it has acquired Headnote, a novel online payments platform providing compliant ePayments and AR management for law firms of all sizes. Headnote is the latest addition to ASG LegalTech’s platform of rapidly growing legal Software-as-a-Service (SaaS) products including PracticePanther, Bill4Time and MerusCase. Read More: GlobalFintechSeries......
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