Search Results for: tax expert

Xignite Now Available in AWS Data Exchange
Fintech News

Xignite Now Available in AWS Data Exchange

Fintech News Desk
by Fintech News Desk0428
Provides Easy Access to End-of-Day and Historical Stock Price Data Xignite, Inc. announced their financial data APIs  are now available in AWS Data Exchange, a new service that makes it easy for millions of Amazon Web Services (AWS) customers to securely find, subscribe to, and use third-party data in the cloud. Xignite......
Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
by Fintech News Desk0516
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
iGTB Announces World's First 100%, 45-minute Robotic Deployment of its fully-featured Transaction Banking Portal CBX
News Robotic Process Automation

iGTB Announces World’s First 100%, 45-minute Robotic Deployment of its fully-featured Transaction Banking Portal CBX

Fintech News Desk
by Fintech News Desk0702
Called “Bank on a Tile”, CBX’s Microservices-Based Platform for Cash Management Is Now Enabled for Kubernetes’ Operators, Allowing Single-Click Provisioning of Environments and Deployment on Any Cloud in 45 Minutes Intellect Global Transaction Banking (iGTB), the transaction banking specialist from Intellect Design Arena Limited, announced that it has enabled CBX......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
by Fintech News Desk0391
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
Baker Hill Leadership Receives Recognition Throughout 2020
Banking Fintech News

Baker Hill Announces New CRO Amidst Unprecedented Growth

Fintech News Desk
by Fintech News Desk8 620
FinTech Leader Wraps 2019 With Robust Year End Market Activity, Expanded Partnerships, Multiple Award Recognitions, and Incoming Executive to Continue Growth Trajectory. Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics, announces the selection of Todd......
Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor
Banking News

Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor

Fintech News Desk
by Fintech News Desk0643
Blucora, Inc., a leading provider of tax-smart financial solutions that empower people’s goals, announced that Davinder Athwal, Chief Financial Officer, will be stepping down from his role at the company, effective January 31, 2020, and will then be available in an advisory capacity through 2020. “Since Davinder joined Blucora two......
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