Search Results for: financial assistant

SS&C Promotes Two Executives
Fintech News

SS&C Promotes Two Executives

Fintech News Desk
by Fintech News Desk0
Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent SS&C Technologies Holdings, named Karen Geiger and Steve Leivent as co-heads of SS&C Advent. The promotions recognize the important contributions both Ms. Geiger and Mr. Leivent have made in their 20-year careers. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for......
Policygenius Expands Executive Team With Key New Hire
Business Fintech News

Policygenius Expands Executive Team With Key New Hire

Fintech News Desk
by Fintech News Desk0
Leading online insurance marketplace Policygenius announced its first executive hire in its North Carolina headquarters . Erik Garr, who established Google Fiber’s operation in Durham and was the director of strategy and operations at Google Cloud, will oversee property and casualty operations from Policygenius’ Durham, North Carolina headquarters. Read More: SIMON Markets LLC and Raymond James Launch New......
Privacy Coins Zcash and ZEN Added to Elliptic's Blockchain Monitoring Platform
Blockchain Fintech News Risk Management Trading

Privacy Coins Zcash and ZEN Added to Elliptic’s Blockchain Monitoring Platform

Fintech News Desk
by Fintech News Desk0
Elliptic, the global leader in cryptoasset risk management solutions, launched support for privacy coins Zcash and ZEN, enabling crypto businesses to adopt these assets in a compliant way. Genesis, an industry pioneer and leader in digital currency trading and lending will be using Elliptic’s transaction and wallet monitoring solutions to detect and prevent......
Planful Named An Overall Experience and Credibility Leader in 2020 Dresner Advisory Services' Wisdom of Crowds® Study
Fintech News

Planful Named An Overall Experience and Credibility Leader in 2020 Dresner Advisory Services’ Wisdom of Crowds® Study

Fintech News Desk
by Fintech News Desk0
Company included in Customer Feedback-Based Enterprise Planning Market Study for the Fifth Year in a Row, Users again Provide Planful with Perfect Recommend Score  Planful, a leading financial planning and analysis (FP&A) cloud platform provider, announced that the company was named a Leader in both Customer Experience and Vendor Credibility......
IPC's Unigy Wins 'Best Communication Infrastructure Provider' in the 2020 American Financial Technology Awards
Fintech News Trading

IPC Wins ‘Best High Performance Network Services’ at TradingTech Insight Awards — North America for Second Year in a Row

Fintech News Desk
by Fintech News Desk0
IPC, a leading global provider of secure, compliant communications and networking solutions for the global financial markets, announced its Connexus Cloud platform was named the winner in the “Best High Performance Network Services” category in the prestigious TradingTech Insight Awards — North America 2020 for the second consecutive year. Read More:......
AICPA and CPA.com Launch OnPoint EBP on CaseWare Cloud Platform
Fintech News

AICPA and CPA.com Launch OnPoint EBP on CaseWare Cloud Platform

Fintech News Desk
by Fintech News Desk0
The American Institute of CPAs (AICPA), CPA.com and CaseWare International Inc. today announced the launch of OnPoint EBP, a cloud solution designed to facilitate the efficient and effective performance of “limited scope” employee benefit plan audits. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial......
Citizens Deepens Point-of-Sale Financing Offering with Launch of Citizens Pay
Banking Fintech Investment Services News

Citizens Announces $10 million Investment to Promote Social Equity and Advance Economic Opportunity in Underserved Communities

Fintech News Desk
by Fintech News Desk0
Citizens Financial Group, announced a $10 million commitment to promote social equity and drive economic advancement in underserved communities. This new investment will harness the bank’s resources, expertise and the unique strengths of its culture to help drive real and lasting progress across the communities it serves. It will build......
Ruth Porat, Alphabet and Google CFO, Joins Blackstone’s Board of Directors
Fintech News

Ruth Porat, Alphabet and Google CFO, Joins Blackstone’s Board of Directors

Fintech News Desk
by Fintech News Desk0
Blackstone announced that Ruth Porat, Chief Financial Officer of Alphabet Inc. and Google Inc., has joined its board of directors. Ruth joined Google as Senior Vice President and Chief Financial Officer in May 2015 and has also held the same title at Alphabet since it was created in October 2015.......
Leading Canadian Mortgage Tech Company, Lendesk, Acquires Digital Mortgage Origination Provider, Finmo
Fintech News

Finmo Whitepaper Examines Relationship Between COVID-19 and the Canadian Mortgage Market

Fintech News Desk
by Fintech News Desk0
Finmo is a next-generation Digital Mortgage Platform. Mortgage professionals use Finmo to originate mortgages for consumers (borrowers). Read More: GlobalFintechSeries Interview with Brandon Dewitt, Co-founder and CTO at MX A new Finmo Financial Technologies whitepaper shows the effects of COVID-19 on the Canadian mortgage market. https://finmo.ca/resources/2020-06-17-whitepaper-finmo-mortgage-insights-mid-2020/ Because Finmo’s mortgage origination......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
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