Search Results for: AWS cloud
Botkeeper Achieves SOC 2 Type 1 Attestation
Botkeeper, a leading automated bookkeeping solution that works hand-in-hand with Accounting Firms to help grow their business, improve margins, and deliver better service to their clients by augmenting manual and tedious bookkeeping work, announced today that it successfully completed an audit established by the American Institute of Certified Public Accountants (AICPA) to certify......
Tegra118 Releases New Enhancements to Fee Billing and Revenue Management Solution
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced it will release version 8.5 of its comprehensive, cloud-based billing and revenue management solution Advantage Fee™ that includes new enhancements to further simplify fee......
Palo Alto Networks Appoints Luis Felipe Visoso as New Chief Financial Officer
Palo Alto Networks, the global cybersecurity leader, announced the appointment of Luis Felipe Visoso to the position of chief financial officer (CFO). Visoso will assume the role on July 1, 2020. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor A veteran finance officer, Visoso most......
Fenergo Launches Fen-Xcelerate, A SaaS Client Lifecycle Management Solution for Mid-Sized & Boutique Financial Institutions
Fenergo, the leading provider of digital transformation and client lifecycle management (CLM) technology, announces the launch of Fen-Xcelerate, a lower cost, cloud-based version of Fenergo’s CLM solution, tailored specifically to mid-tier and boutique commercial, business and retail banks seeking to accelerate digital transformation. Read More: GlobalFintechSeries Interview with Erick Pinos,......
Avalara Helps Small Businesses Manage Sales and Use Tax Returns
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the forthcoming availability of Avalara Returns for Small Business, a new product that helps small businesses to automate the sales tax return preparation process and to eliminate the hassle of manually filing returns to each......
Uptycs Announces $30 Million in Funding to Deliver Next-Generation Security Analytics
Uptycs, the leader in SQL-powered security analytics, announced that it has raised $30M in Series B funding led by Sapphire Ventures, with participation from existing investors Comcast Ventures and ForgePoint Capital. This round of funding brings the company’s total funding to $43 million. Jai Das, Managing Director and President at Sapphire Ventures, will join......
Small Business Owners Must Get Payroll Compliance Right to Ensure COVID-19 Loan Forgiveness
Small business leaders have had to adapt quickly to the evolving business crisis caused by the COVID–19 pandemic. First, they had to protect employee safety by rapidly shifting to work from home and shuttering non-essential facilities. With that accomplished, business owners pivoted to conserving capital, cutting expenses, and leveraging government......
Nakisa Introduces Nakisa Lease Administration for Lessor Accounting
New Cloud-based Lease Management and Accounting Platform Supports Regulatory Compliance for Enterprise Organizations Nakisa, a global technology company specialized in enterprise business solutions, announced the launch of Nakisa Lease Administration for Lessor Accounting . Read More: Fintech Europe Selects Ten Startups for its Fifth Batch A cloud-based lease management and......
For RIAs, Digital Transformation is Key for Staying Competitive & Meeting Client Expectations Post-Pandemic: White Paper
Envestnet, has published a white paper, “RIA Digital Transformation: A Competitive Necessity in a Post-Pandemic Marketplace,” discussing industry sentiments and attitudes toward practice digitalization. The report, commissioned by Envestnet and drafted by Aite Group, discusses how end-to-end digital capabilities can help registered investment advisers (RIAs) effectively engage and service clients, and......