Search Results for: Accounting

insightsoftware Appoints New CEO to Drive Next Phase of Growth
Fintech News

insightsoftware Appoints New CEO to Drive Next Phase of Growth

Fintech News Desk
insightsoftware, a global provider of enterprise software solutions for the Office of the CFO, announced that Jim Triandiflou has been appointed the new CEO effective October 1, 2020. Read More: GlobalFintechSeries Interview with Veenerick Vos van Liempt, Founder, CEO at ZeroTouch Order and Pay “We are incredibly proud of the growth insightsoftware has achieved......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech Investment Services News

Schwab Completes Acquisition of TD Ameritrade

Fintech News Desk
The Charles Schwab Corporation (“Schwab”) announced that it has completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”). The combination will create a company with enhanced scale, an even better portfolio of world-class services and solutions, and a talented team united by an unwavering commitment to clients and a......
Moody’s Analytics PFaroe DB Solution Wins Buy-Side ALM Product of the Year for Fourth Straight Year
Fintech Fintech Funding Insights News

Moody’s Analytics Wins Award for Depth of ALM and Balance Sheet Management Services

Fintech News Desk
Moody’s Analytics has won the xCelent Depth of Services award in a new report from Celent. “NextGen Balance Sheet Management and ALM: Vendor ABCD” profiles 13 asset and liability management (ALM) and balance sheet management systems. Celent recognized the depth of our ALM and balance sheet management solution, which boasts award-winning software......
Fishbowl Now Offers Intuit QuickBooks Products and Services as a QuickBooks Service Provider
Business Fintech News

Fishbowl Now Offers Intuit QuickBooks Products and Services as a QuickBooks Service Provider

Fintech News Desk
Fishbowl® recently joined Intuit’s QuickBooks Solution Provider program to offer QuickBooks to businesses directly from Fishbowl with great savings and discounts on their favorite QuickBooks products and services. Read More: Chargehound Creates Custom Integration with Patreon to Automate Checkout.com Chargebacks Fishbowl has long been the No. 1 requested desktop manufacturing and......
Deloitte Future of M&A Trends Survey: Dealmaker Optimism Remains High as Alternatives to Traditional M&A Take Center Stage
Business Fintech News

Deloitte Future of M&A Trends Survey: Dealmaker Optimism Remains High as Alternatives to Traditional M&A Take Center Stage

Fintech News Desk
The rise of alternative and virtual dealmaking signals a new era of how deals get done Despite ongoing economic uncertainty amidst a global pandemic, many dealmakers remain optimistic about the outlook for the year ahead as they increasingly pursue alternative merger and acquisition (M&A) methods to navigate the crisis and......
According to Verizon Business 2020 Payment Security Report: Only 1 in 4 Global Organizations Keep Cardholder Payment Data Secure
Business Fintech News Risk Management

According to Verizon Business 2020 Payment Security Report: Only 1 in 4 Global Organizations Keep Cardholder Payment Data Secure

Fintech News Desk
Only 27.9 percent of global organizations were able to maintain full compliance with the Payment Card Industry Data Security Standard (PCI DSS) Staggering 27.5 percentage point drop in compliance since 2016 as reported in the 2017 PSR Lack of long term strategies and leadership commitment cited as root cause 10th anniversary edition of......
RMA Paper Addresses How Negative Interest Rates Could Affect Securities Lending
Fintech News Risk Management

RMA Paper Addresses How Negative Interest Rates Could Affect Securities Lending

Fintech News Desk
A new RMA white paper highlights the issues the securities lending industry must address in the event of a negative interest rate policy in the U.S. Read More: NCR Introduces a New Digital First ATM Platform “Your First Run-In with Negative Interest Rates?” offers considerations for negative interest rates in......
Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group
Fintech InsurTech News

Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group

Fintech News Desk
Walker & Dunlop, Inc. and GeoPhy announced today that their appraisal business, Apprise, has expanded into the Valuation for Financial Reporting space with the addition of Adriane Bookwalter, CPA as Managing Director and Financial Reporting Practice Lead. Read More: Germany-based QUIN Launches An Investment Advisor And Raises €1M Apprise’s new specialty practice group will offer real......
CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Fintech News

Avalara Acquires Transaction Tax Resources, Inc., Enhancing Its Enterprise Capabilities and Creating the Leading Content Database for Tax

Fintech News Desk
Avalara, a leading provider of tax compliance automation for businesses of all sizes, announced that it has acquired Transaction Tax Resources, Inc. (TTR) for approximately $377 million in cash. TTR, known as the tax answer company, primarily serves enterprise businesses and their internal tax teams, offering U.S. sales and use......
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