Search Results for: Financial Advisor

WorkFusion Announces Virtual Summit 2020: the World’s First Conference on Hyper Automation
Artificial Intelligence Fintech News

WorkFusion Announces Virtual Summit 2020: the World’s First Conference on Hyper Automation

Fintech News Desk
by Fintech News Desk0
Intelligent Automation provider names Geoffrey Moore, industry thought leader and company’s newest board member, as event’s keynote speaker WorkFusion, a top provider of Intelligent Automation software, proudly announces that it will host the inaugural WorkFusion Virtual Summit 2020 — an online event dedicated to Hyper Automation and designed for business and operations......
Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage
Fintech InsurTech News

Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage

Fintech News Desk
by Fintech News Desk0
The insurtech startup aims to transform the role of retail agents in today’s insurance ecosystem Covered by SAGE, a modern, tech-enabled Property and Casualty (P&C) insurance brokerage revolutionizing the insurance industry, announced it has successfully closed a $6 million seed round, led by NFX with participation from Tectonic Capital and Treasury,......
Leading IP Bankers Launch Tech+IP Capital
Capital Markets Fintech Investment Services News

Leading IP Bankers Launch Tech+IP Capital

Fintech News Desk
by Fintech News Desk0
Elvir Causevic and Ed Fish, formerly Co-Heads of Houlihan Lokey’s Tech+IP Advisory Group, formed by acquisition over three years ago of their boutique investment bank, announced the launch of Tech+IP Capital, LLC (“Tech+IP Capital”)(www/techip.cc). The new firm recognizes the increasing need in IP markets, ventures and transactions for a wider range of......
Billtrust is "Best-in-Class" According to Aite Report
Business Fintech News

Billtrust is “Best-in-Class” According to Aite Report

Fintech News Desk
by Fintech News Desk0
Report Identifies Order-to-Cash Leader as “Power Player” in Integrated Receivables Market Billtrust, the leader in B2B order-to-cash solutions, has been recognized as a “Best-in-Class” vendor according to Aite, a global research and advisory firm. In its “Aite Matrix Evaluation: Leading Providers of Integrated Receivables Solutions” report, Billtrust is identified as......
Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched "Botkeeper CPA Love" Plan
Business Fintech News

Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched “Botkeeper CPA Love” Plan

Fintech News Desk
by Fintech News Desk0
Automated bookkeeping leader, Botkeeper, announced Monday that in an effort to help CPA firms fight the economic impact of COVID-19,  it will be offering 2 months of free bookkeeping services.  Named the “Botkeeper CPA Love” initiative, new clients signing on for standard Botkeeper agreements, along with any renewals, are eligible for......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
Itiviti's Linda Middleditch wins European Women in Finance Award for Excellence in FinTech
Fintech News Trading

Diginex Partners With Itiviti to Provide NYFIX Connectivity for Digital Asset Customers

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology and service provider to financial institutions worldwide, announced a partnership with Diginex, a digital asset financial services and advisory company. This partnership has been fueled by demand from institutional investors, who wish to include digital assets in their portfolios, while utilizing resilient and scalable connectivity based......
Avii, What Their SaaS and Accounting Software Platform
Fintech News

Avii’s New Cost Calculator Shows Accountants Exactly What Their SaaS and Accounting Software Platform Functionality Costs

Fintech News Desk
by Fintech News Desk0
The tool is free and the results confidential, and most accountants and practices are extremely surprised  How do you audit an auditor? It may seem like the price accounting practices are paying for accounting software is an easy answer, but in most cases, the genuine answer may be a giant......
Cambria Investment Management Hires SS&C to Service ETF Lineup
Fintech Investment Services News

Cambria Investment Management Hires SS&C to Service ETF Lineup

Fintech News Desk
by Fintech News Desk0
SS&C ALPS to provide comprehensive offering to 11 Cambria ETFs SS&C Technologies Holdings, announced that Cambria Investment Management has selected SS&C ALPS to provide full fund administration, accounting and distribution services for Cambria ETFs. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits SS&C ALPS has......
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