Search Results for: financial management

Avii Announces Significant Uplifts to Financial Modules In Avii Workspace Platform for Accounting Firms
Finance News

Avii Announces Significant Uplifts to Financial Modules In Avii Workspace Platform for Accounting Firms

Business Wire
by Business Wire0
Avii, a leading provider of accounting software, announced enhanced Financial Modules within the Avii Workspace platform. The significantly expanded features streamline and automate the processes that range from accomplishing accounting services to tracking financial elements that include project budgets, resource planning and assignments, hours scheduled, time keeping, reporting, billing, utilization,......
Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture
Investment Services News

Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture

Business Wire
by Business Wire0
Two members of the team – Ed McCay and Larry Hess – returned to Ameriprise after stint at a wirehouse McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. in Red Bank, New Jersey. Ed......
Hub International Strengthens Capabilities for Financial Institutions with Red Rock Financial
Finance InsurTech News

Hub International Strengthens Capabilities for Financial Institutions with Red Rock Financial

PR Newswire
by PR Newswire0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Red Rock Financial, Inc. Red Rock Financial has been providing specialty insurance products and services to financial institutions nationwide since 2004. Their industry focus and deep expertise in this......
Banco Sofisa Partners with Finastra to Elevate Its Risk Management Strategy
Banking News Risk Management

Banco Sofisa Partners with Finastra to Elevate Its Risk Management Strategy

PR Newswire
by PR Newswire0
Vector Risk’s cloud-based regulatory and internal reporting solution on FusionFabric.cloud empowers the bank to quickly launch new products Finastra announced that Banco Sofisa, a nationally ranked São Paulo, Brazil-based financial institution known for its Sofisa Direto digital bank, has partnered with Finastra to implement Vector Risk, a market and credit risk solution. Delivered via Finastra’s FusionFabric.cloud and......
B2B Cloud Featured Fintech Primers

Google FinOps And The Future Of Cloud Financial Operations

Pooja Choudhary
by Pooja Choudhary0
Let’s Discuss Cloud FinOps. It’s an organizational structure and cultural transformation that integrate technology, finance, and business to promote financial accountability and hasten the realization of company value through cloud transformation. FinOps is an evolving cloud financial management discipline and cultural practice that enables organizations to get maximum business value......
TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms
News Trading

TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms

PR Newswire
by PR Newswire0
Doxim’s industry-leading, omnichannel CCM solution will help TradeStation enhance the investor and trader experience and streamline operations. Doxim, the leading customer communications management (“CCM”) and engagement technology provider serving highly regulated markets, announced that TradeStation Securities, Inc. (“TradeStation”), an award-winning*, self- clearing online brokerage for trading stocks, ETFs, options and futures......
LifeYield Expands Management Ranks with Promotions; Adopts AWS for Scalability
Investment Services News

LifeYield Expands Management Ranks with Promotions; Adopts AWS for Scalability

Business Wire
by Business Wire0
LifeYield, the fintech leader in tax-efficient investing and income optimization, announced the promotions of two product leaders to its senior management team and its adoption of Amazon Web Services for cloud computing. “LifeYield APIs for tax efficiency and income optimization are central to our customers’ business plans and their ability to......
New Fintech Diversity Scorecard Launches to Enable Fintech and Financial Services Companies to Track Themselves for Diversity
Finance Fintech News

New Fintech Diversity Scorecard Launches to Enable Fintech and Financial Services Companies to Track Themselves for Diversity

Fintech News Desk
by Fintech News Desk0
Women’s World Banking, Findexable and Money20/20 are launching the first Global Fintech Diversity Scorecard that enables fintech and financial services companies to track themselves for diversity, benchmark against peers and monitor progress over time. “To achieve true diversity in financial services and fintech requires collective action. This is why we are......
Sino Global Capital, Circle Ventures, and Polygon Ventures Back OpenTrade, Platform for USDC-Denominated Investments in Tokenized Financial Assets
DeFi News

Sino Global Capital, Circle Ventures, and Polygon Ventures Back OpenTrade, Platform for USDC-Denominated Investments in Tokenized Financial Assets

PR Newswire
by PR Newswire0
OpenTrade has raised an oversubscribed funding round led by Sino Global Capital, with participation from other leading Web3 organizations including Circle Ventures, Kronos Research, Kyber Ventures, Polygon Ventures, and Outlier Ventures. OpenTrade’s platform will provide users seamless access to a suite of on-chain structured financial products that are backed by investment......
Deal Box Announces Integration With Fireblocks to Increase Security and Reliability for Digital Asset Management
Digital Asset Management News

Deal Box Announces Integration With Fireblocks to Increase Security and Reliability for Digital Asset Management

PR Newswire
by PR Newswire0
Fireblocks platform will strengthen security for storage, transfer, and issuance of digital securities within Deal Box’s robust investment program  Deal Box, a capital markets advisory and secure token offering packaging platform, announced an integration with Fireblocks, an easy-to-use platform to create new blockchain-based products and manage day-to-day digital asset operations. This......
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