Search Results for: cloud practice management
Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform
Good Life Companies, one of the nation’s fastest-growing independent hybrid RIA firms, announced the successful recruitment of two independent financial advisor businesses to its platform with approximately $150 million in total client assets. Former bank channel financial advisor Paul Castro has launched Pathway Wealth Management, an independent practice affiliated with Good Life Companies. ......
Wolters Kluwer solutions help Doeren Mayhew CPAs and Advisors provide higher-quality audits
Firm adds CCH® ProSystem fx® Knowledge Coach and CCH® Accounting Research Manager® to its existing Wolters Kluwer solution set to better document risks, identify audit gaps, and streamline staff onboarding Today, Wolters Kluwer Tax & Accounting announced that Doeren Mayhew CPAs and Advisors, an Accounting Today 2020 Top 100 firm, has added CCH® ProSystem......
Canopy Shares Insights on What Clients Expect from Their Accountant
New report finds that in-person meetings and online document exchange are very important for clients Canopy, the leading cloud-based practice management platform for accounting professionals, today shared results from its survey on what clients appreciate and would like their accountant to change. The study found that 85 percent of those......
Global Fintech Interview with Jonathan Smith, Founder and CEO at Xamin
Catch more interesting insights and tips on adjusting to the new normal from these episodes of the SalesStar Podcast!...
Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study
Financial advisors across the United States and Canada report fundamental changes to client relationships and business activity as they grapple with the lasting effects of the Covid-19 pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global Fintech leader. Seventy-seven percent of financial advisors say they have lost business as a result......
How can Fintech Solutions Boost Business for SMEs?
Fintech has attracted a lot of attention in the past few years in the sector of small to medium enterprises. As traditional banks have not focused primarily on these businesses, fintech companies have ventured into this sector by offering products and services which have been specifically tailored to meet the......
Wolters Kluwer CCH Axcess™ Knowledge Coach PCR eases preparation, compilation & review engagements
Cloud-based digital solution helps firms focused on preparation, compilation, and review engagements benefit from a knowledge-based workflow Today, Wolters Kluwer Tax & Accounting introduced the CCH Axcess™ Knowledge Coach PCR cloud-based solution, the latest addition to the award-winning, cloud-based CCH Axcess™ tax preparation, compliance, audit and workflow management platform. CCH Axcess™ Knowledge Coach PCR Is designed......
Valley Bank Digitally Transforms Financial Systems with SAP and EY
SAP SE announced that Valley National Bank (Valley Bank) has chosen SAP S/4HANA Cloud to power its digital transformation journey and obtain more meaningful business insights. Read More: Entrust Datacard Solves Evolving Identity and Encryption Needs with Latest PKI Platform EY, a global leader in assurance, tax, transaction and consulting......
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support
Charles River Development, a State Street Company, announced that Dmitriy Ilyin has been appointed Managing Director of Software as a Service (SaaS) Operations and Support, responsible for all SaaS and Technical Support teams globally. In addition, Ilyin will oversee Charles River’s continuing transition to Microsoft® Azure and help shape the......