Search Results for: manage clients

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Capital Markets Fintech Investment Services News

Vise Raises $14.5 Million in Series A Funding Led by Sequoia Capital

Fintech News Desk
by Fintech News Desk0
Funding will accelerate AI technology adoption among independent advisors Vise, an AI-driven investment management platform built for the modern financial advisor, announced that it has secured $14.5 million in Series A funding, bringing the total capital raised since Vise’s founding to over $16 million. The round was led by Sequoia Capital with......
The Denver Post Names Larson Tax Relief A Winner Of The Colorado Top Workplaces 2020 Award
Business Fintech News

The Denver Post Names Larson Tax Relief A Winner Of The Colorado Top Workplaces 2020 Award

Fintech News Desk
by Fintech News Desk0
Larson Financial, dba Larson Tax Relief has been awarded a Top Workplaces 2020 honor by The Denver Post. This marks the ninth year that Larson Tax Relief has been recognized on the Top Workplaces list for the small businesses category. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth......
Forter Partners with Nuvei to Extend its Global Network of Merchants and Banks Fighting Online Fraud and Optimizing Payments
Capital Markets Fintech News

Forter Extends Its Market-Leading Fraud Prevention Platform to Payment Service Providers

Fintech News Desk
by Fintech News Desk0
Allows PSPs To Increase Revenue While Reducing Fraud Costs For Their Clients Forter, the leader in e-commerce fraud prevention, announced the general availability of its Fraud Prevention Platform for Payment Service Providers (PSPs), enabling PSPs to manage fraud for their merchants. Forter’s award-winning platform accurately reduces fraud chargebacks while increasing......
Banking Capital Markets Featured Fintech Investment Services

How Do Global Banks Use Fintech to Enhance Customer Experience Models?

Fintech News Desk
by Fintech News Desk1
Banking and associated financial services will always continue to be an essential service for everyone, given the fact that everyone uses money on a regular basis and are often required to engage in different kinds of financial transactions for varied purposes! Even with the introduction and innovations in digital banking......
OptionTrax Widens the Lead in Stock-Based Compensation Reporting for Equity Award Plans
Cryptocurrency Fintech News

OptionTrax Widens the Lead in Stock-Based Compensation Reporting for Equity Award Plans

Fintech News Desk
by Fintech News Desk0
Plan Management Corp. (PMC), the leader in equity compensation plan administration software, announced that the latest OptionTrax software release introduces enhanced financial reporting for equity performance awards and multi-currency cash-settled plans. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities The latest enhancements include full stock-based......
AP Technology's Checkrun Enables QuickBooks Online Users to Approve and Sign Check Payments from Their Mobile Devices
Banking Business Fintech News

AP Technology’s Checkrun Enables QuickBooks Online Users to Approve and Sign Check Payments from Their Mobile Devices

Fintech News Desk
by Fintech News Desk0
Anytime-Anywhere Check Approval and Signing, Biometric Security, On-Check QR Code, Robust Workflows, Multiple Accounts and No-Touch Print and Mail Service Among Features Payments pioneer AP Technology introduced Checkrun, the company’s new mobile /cloud check approval and signing platform that modernizes checks for QuickBooks® Online users. Checkrun™ extends QuickBooks Online (“QBO”)......
CyberCube Launches First Cyber Analytics Product for Broker Market
Fintech InsurTech News Risk Management

CyberCube Launches First Cyber Analytics Product for Broker Market

Fintech News Desk
by Fintech News Desk0
Cyber risk analytics specialist CyberCube has launched “Broking Manager” – a new software-as-a-service application designed specifically for insurance brokers. Read More: Bank of Montreal, Motley Fool, Pernod Ricard USA and Wabtec Among Customers That Signed On With BlackLine In Q1 2020 Market-leading cyber analytics specialist CyberCube launches its first product......
Stenn Closes New $200 Million Programme to Expand Digital Trade Finance Services
Capital Markets Fintech Fintech Funding News

Stenn Closes New $200 Million Programme to Expand Digital Trade Finance Services

Fintech News Desk
by Fintech News Desk0
Stenn International Ltd., a data and financial technology company that delivers innovative online solutions for buyers and sellers in the global supply chains, announced that it has closed a new $200 million financing facility from Crayhill Capital Management LP (“Crayhill”), a New York-based private credit manager and asset-based lender. The facility complements Stenn’s existing award-winning......
Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms
Fintech Investment Services News

Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms

Fintech News Desk
by Fintech News Desk0
Investacorp, SSN and KMS to Become Part of Securities America in Phased Plan to Commence in Summer and Conclude by Year End Advisor Group, the nation’s largest network of independent wealth management firms, announced an organizational realignment to drive the accelerated delivery of its industry-leading technology, platforms and growth resources......
Autobooks Becomes First Fintech to Launch in Q2 Partner Marketplace
Banking Business Fintech News

TCF Bank Teams with Autobooks to Elevate Small Business Banking Services

Fintech News Desk
by Fintech News Desk0
Detroit Fintech company adds integrated receivables and payment processing to speed up cash flow. TCF Bank announced it has teamed with Detroit fintech company Autobooks to provide an integrated banking experience to its small business customers. Starting today, small business customers of Chemical Bank, a division of TCF National Bank, can......
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