Search Results for: risk management 

Avii, What Their SaaS and Accounting Software Platform
Business Fintech News

Avii Unified Workspace for Accounting Unveils Four New Solution Sets, Appoints Stuart Dean to VP Sales, at Silicon Slopes #TechSummit2020

Fintech News Desk
by Fintech News Desk8
-Company Is Expanding the Industry’s Most Interconnected Practice Management Platform With Solution Sets for Client Portal, Secure Document Exchange, Projects, Tasks and Workflow, and Resource Planning- Avii , provider of the Avii Workspace unified SaaS platform for tax, audit, advisory, compliance and management consulting firms, is expanding rapidly in 2020,......
AllocateRite Announces a New Version of its Mobile App, with Significant Updates
Banking Business News

AllocateRite Announces a New Version of its Mobile App, with Significant Updates

Fintech News Desk
by Fintech News Desk1
AllocateRite, the New York FinTech and data science company that provides wealth managers and individual investors with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce the release of a newly updated version of our mobile app. The update includes stock market momentum indicators which use AI......
Jody Padar, The Radical CPA, Joins the Botkeeper Team
Fintech News

Jody Padar, The Radical CPA, Joins the Botkeeper Team

Fintech News Desk
by Fintech News Desk0
Botkeeper has announced that Jody Padar, one of Accounting Today’s Top 100 most influential people in the profession, will become Botkeeper’s Vice President of Strategy and work to bring the company closer to the accounting profession. As many know, Jody has been working with “the Bots” over the last 18......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Guotai Junan International Launches Trading Operations in Hong Kong with Finastra
News Trading

Guotai Junan International Launches Trading Operations in Hong Kong with Finastra

Fintech News Desk
by Fintech News Desk4
Guotai Junan International Becomes a Full-Service Financial Institution Offering Over-The-Counter (OTC) and Exchange-Traded Derivatives and Securities Services Finastra announced that Guotai Junan International (GTJAI) has gone live with Finastra’s end-to-end equities derivatives trading and cross-asset risk solution, Fusion Sophis. The move has enabled GTJAI to launch trading operations in Hong Kong following......
Slope Software Raises $1 Million to Scale Its Actuarial Modeling Platform
Fintech Funding Fintech Startups News

Slope Software Raises $1 Million to Scale Its Actuarial Modeling Platform

Fintech News Desk
by Fintech News Desk0
Slope’s Platform Helps Insurance Companies Perform the Difficult Task of Quantifying Risk by Enabling Their Actuaries to Do Better Analysis in a Fraction of the Time. Slope Software, an insurtech startup aiming to modernize actuarial software, announced that it has raised a $1,000,000 seed round investment led by tech venture fund......
Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint
Business Fintech News

Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint

Fintech News Desk
by Fintech News Desk0
Empirical Data from Millions of Card Transactions Illustrates Consumer Spending Trends Consumer Transaction Data is Directly Sourced, Safe and Statistically-Accurate – Ensuring Complete Compliance to Privacy Mandates Self Service-Portal Can Be Tailored to Specific Companies, Tickers or Industries ARM Insight, the leading provider of actionable insights from financial data, announced......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Finix Adds Three Executives to Focus on Product Development, Technical Sales, and International Expansion
Business News

Finix Adds Three Executives to Focus on Product Development, Technical Sales, and International Expansion

Fintech News Desk
by Fintech News Desk0
Leadership Team Grows With Executives From Stripe, Uber and Fastly Finix, the payments infrastructure platform, announced that it hired three new executives to its burgeoning team. Girish Balasubramanian joins as vice president of product, Billy Chen as general manager of international markets, and Austin Spires as director of technical solutions. The combined skills and experience......
Finastra Strengthens Its Position in Israel With New Office Opening
Fintech News

Finastra Strengthens Its Position in Israel With New Office Opening

Fintech News Desk
by Fintech News Desk6
Launch Celebrated With Fintech Competition to Showcase Israel’s Thriving Financial Community and Drive Innovation on Platform Finastra is investing further in Israel with a new office in Kfar Saba, just outside Tel Aviv. The office, which is home to over 330 employees, offers more space for the Finastra team to grow as the company......
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