Search Results for: tax app,

Ryan Named One of the Best Workplaces for Inclusion in Canada
Banking Fintech News

Ryan Named One of the Best Workplaces for Inclusion in Canada

Fintech News Desk
Ryan, a leading global tax services and software provider, with offices throughout Canada, announced the Firm has been named one of the Best Workplaces for Inclusion in Canada by Great Place to Work. “This is an honor to again make this prestigious list,” said Ryan President of Canadian Operations Garry Round. “Our focus has......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
BCB Group Partners with Circle to Answer Growing Institutional Demand for USDC Stablecoin Payments, Clearing & Custody
Cryptocurrency News

BCB Group Becomes First Crypto-Focused Company to Be Regulated as an Authorised Payment Institution

Fintech News Desk
Global digital financial services group BCB Group announced that its core operating subsidiary, BCB Payments Limited, has secured its Authorised Payment Institution (API) licence from the UK’s Financial Conduct Authority. This establishes BCB Group as the first and only crypto-focused Authorised Payment Institution. In a market poorly serviced by mainstream......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Xignite Now Available in AWS Data Exchange
Fintech News

Xignite Now Available in AWS Data Exchange

Fintech News Desk
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......
Roc360 Launches First-of-Its-Kind Lead-Generation Platform Haus Lending
Business Fintech News

Roc360 Launches First-of-Its-Kind Lead-Generation Platform Haus Lending

Fintech News Desk
–The Machine Learning-Driven Startup Matches Real Estate Investors and Lenders– Roc360, a financial services platform for residential real estate investors, announced the launch of Haus Lending, a machine learning-driven startup that leverages data science to source real estate investor leads, directly match those leads with private lenders and aid lenders with......
James Donahue Joins BankMobile as Chief Digital Officer
Fintech Fintech Funding News

Jay Sidhu, Chairman and CEO of Customers Bancorp, and Executive Chairman of BankMobile, to Speak at the Paris FinTech Forum

Fintech News Desk
BankMobile, a division of Customers Bank, and among America’s largest and fastest-growing digital banks, announced that Executive Chairman Jay Sidhu, who is also the Chairman and CEO of Customers Bancorp, will be speaking at the upcoming Paris FinTech Forum. Sidhu and Anthony Jenkins, Executive Chairman, 10x Future Technologies Group, will......
Survey: Most Financial Services’ Digital Offerings Are Not Accessible to Persons With Disabilities
Banking Business News

Survey: Most Financial Services’ Digital Offerings Are Not Accessible to Persons With Disabilities

Fintech News Desk
With Market Gaps, Brand Reputation and Legal Threats Looming, Companies Must Take a More Decisive Approach Deque Systems, a leading software company specializing in digital accessibility, announced the results of a survey showing that most financial services firms are not adequately ensuring that their websites, mobile sites and apps are......
FICO Survey: Real-time Payments Platforms Have Increased Fraud Losses for 4 out of 5 APAC Banks
Banking News

FICO Survey: Real-time Payments Platforms Have Increased Fraud Losses for 4 out of 5 APAC Banks

Fintech News Desk
Additional Identity and Authentication Technologies Needed With Fraud Expected to Increase in 2020 4 out of 5 Asia Pacific banks (78%) say the introduction of real-time payments platforms in their country has resulted in increased fraud losses Additional identity and authentication technologies are needed with social engineering named by 2 in 5......
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
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......
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