Search Results for: financial management

American Express Launches New Cash Flow Management Hub, Expanding Its Powerful Backing for Small Businesses
Finance News

American Express Launches New Cash Flow Management Hub, Expanding Its Powerful Backing for Small Businesses

Fintech News Desk
by Fintech News Desk0
American Express Business Blueprint provides free cash flow insights and 24/7 access to a suite of digital financial products—all from one place American Express announced the launch of American Express Business Blueprint, the company’s new digital cash flow management hub designed exclusively for small businesses, which features cash flow insights,......
Avalara AvaTax, Returns, and Exemption Certificate Management Achieve SOC 2 Type 2 Compliance
Compliance management News

Avalara AvaTax, Returns, and Exemption Certificate Management Achieve SOC 2 Type 2 Compliance

Fintech News Desk
by Fintech News Desk0
Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced its Avalara AvaTax, Avalara Managed Returns, Avalara Returns for Accountants, Avalara Managed Returns for Accountants, and Avalara Exemption Certificate Management solutions have successfully completed the Service Organization Control (SOC) 2 Type 2 examination. The audit process affirms Avalara’s information......
Zilliant Announces Strong Financial Growth; Continues to Transform Price & Revenue Software Industry
Finance News

Zilliant Announces Strong Financial Growth; Continues to Transform Price & Revenue Software Industry

Fintech News Desk
by Fintech News Desk0
Zilliant reported significant growth from new and existing customers in 2022 and anticipates rapid acceleration in 2023 Zilliant, the No. 1 software platform for price and revenue optimization and management, announced it recently concluded a year with annual recurring revenue growth of 17% and net dollar retention of 108%. With......
Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships
debt collection Finance News

Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships

Fintech News Desk
by Fintech News Desk0
 Wealthtech leader pledges support to the Foundation for Financial Planning’s ProBonoPlannerMatch.org initiative and offers free planning technology to advisors Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced expanded financial support of the Foundation for Financial Planning (FFP) and its mission to bring free, quality financial......
European Banks Say That Traditional Money Management Tools Are Not Meeting Expectations
Digital Finance News

European Banks Say That Traditional Money Management Tools Are Not Meeting Expectations

Fintech News Desk
by Fintech News Desk0
New report reveals: Fewer than 50% of banks’ customers are engaging with traditional PFM and money management tools Personetics, the global leader in financial data-driven customer engagement for financial services released a report titled Spotlight On Europe: Banks Need To Nurture Customers’ Financial Well-Being. The report, based on a study conducted by Forrester......
Capital Markets Digital Asset Management Fintech News

Theta Capital Management launches Theta Blockchain Ventures III to capitalise on crypto bear-market

Fintech News Desk
by Fintech News Desk0
Theta Capital Management, the Amsterdam based specialist in hedge funds and crypto-native venture capital, has launched its third Theta Blockchain Ventures vehicle to invest in the core blockchain infrastructure at the earliest stages. Theta Blockchain Ventures III is a continuation of Theta’s Fund of Funds programme investing in crypto-native VCs.......
Ncontracts Announces Launch of Risk Performance Management
News Risk Management

Ncontracts Announces Launch of Risk Performance Management

Fintech News Desk
by Fintech News Desk0
Latest suite combines RegTech leader’s most powerful risk and compliance management solutions Ncontracts, the leading provider of integrated compliance and risk management solutions to the financial industry, is helping to define a new category and view of risk management with the release of its Risk Performance Management (RPM) Suite. “Financial institutions......
MONTAG Wealth Management Announces Move to Cobb County, Georgia
Investment Services News

MONTAG Wealth Management Announces Move to Cobb County, Georgia

Fintech News Desk
by Fintech News Desk0
Atlanta Wealth Management Firm announces its relocation to Cobb County MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office......
Canada’s ATB Financial Adopts smartTrade’s Leading FX Solution
Currency Exchange Digital News

Canada’s ATB Financial Adopts smartTrade’s Leading FX Solution

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies announced that Alberta-based ATB Financial, the largest financial institution in the province of Alberta, has adopted smartTrade as its client-facing foreign exchange (FX) web platform. “Our team’s wealth of experience in financial markets meant that we fully understood ATB’s needs. smartTrade’s sophisticated functionality has allowed the bank to reduce......
Inscribe Introduces Risk Intelligence to Help Companies Build Digital Trust, Addresses Demand from Financial Services Industry
News Risk Management

Inscribe Introduces Risk Intelligence to Help Companies Build Digital Trust, Addresses Demand from Financial Services Industry

Fintech News Desk
by Fintech News Desk0
$25M in Series B funding, 3x y-o-y increase in ARR, 4x y-o-y increase in monthly usage caps off tremendous year of growth for the fintech company Inscribe, the award-winning fraud detection and document automation platform, announced that it has raised $25M in Series B funding to help companies build digital trust by......
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