Search Results for: Accounting

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 Desk0
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......
Ultimate Risk Solutions and msg global solutions AG Announce Strategic Alliance
Business Economy News

Ultimate Risk Solutions and msg global solutions AG Announce Strategic Alliance

Fintech News Desk
by Fintech News Desk0
Linking Together Risk Modeling With Core Insurance and Reinsurance Systems for Better Decision-Making. Ultimate Risk Solutions (URS) and msg global solutions are pleased to announce a strategic alliance, combining msg global’s deep industry knowledge and development capabilities with Ultimate Risk Solutions’ advanced risk management suite for economic and regulatory capital......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
Springbrook Software Completes Acquisition of BIAS Software
Banking Fintech News

Springbrook Software Completes Acquisition of BIAS Software

Fintech News Desk
by Fintech News Desk0
Acquisition Deepens Springbrook’s Market Leadership in the Pacific Northwest Springbrook, a leading provider of fully integrated, cloud-based ERP and payments software for local governments, announced that it has completed the acquisition of BIAS Software, an innovative Washington-based provider of cloud-based accounting software for local public agencies. This transaction marks Springbrook’s......
Embroker Launches New Lawyers Professional Liability Platform
Business InsurTech News

Embroker Launches New Lawyers Professional Liability Platform

Fintech News Desk
by Fintech News Desk9
New Technology Empowers Firms to Protect their Practices from Risk in a Fraction of the Time and at a Reduced Cost Embroker, Inc. , the digital insurance company that is radically improving the way insurance works for businesses, announced the launch of its new Lawyers’ Professional Liability (LPL) platform for......
Nielsen Builds Out Management Teams With Two Strategic Hires
News Trading

Nielsen Builds Out Management Teams With Two Strategic Hires

Fintech News Desk
by Fintech News Desk6
David Rawlinson to Become CEO of Nielsen Global Connect Linda Zukauckas Is Named Chief Financial Officer For The Company  Nielsen Holdings plc announced two significant hires that support Nielsen’s plan to create two separate publicly traded companies later in the year. David Rawlinson, President of the Global Online Business at Grainger, will become......
Leading Canadian Mortgage Tech Startup, Lendesk, Appoints Sean Wilson as COO
Fintech Fintech Funding News

Leading Canadian Mortgage Tech Startup, Lendesk, Appoints Sean Wilson as COO

Fintech News Desk
by Fintech News Desk11
Wilson Brings Six Years of Executive Experience Serving Vancouver’s Financial Industries Lendesk Technologies ULC, the premier FinTech provider for Canada’s mortgage industry professionals, announced the appointment of Sean Wilson to the role of Chief Operating Officer at Lendesk, effective January 13, 2020. Wilson brings with him six years of experience......
Blox and Origin Protocol Collaborate to Introduce Crypto Finance Tools for Decentralized Marketplace Businesses
Cryptocurrency

Blox and Origin Protocol Collaborate to Introduce Crypto Finance Tools for Decentralized Marketplace Businesses

Fintech News Desk
by Fintech News Desk0
Origin Protocol and Origin Tokens (OGN) Are Now Integrated Into Blox’s Crypto Accounting and Asset Management Platform to Enable Automation and Access Professional Crypto Tools. Blox, an industry-leading platform for crypto accounting, tax and asset management, has collaborated with Origin Protocol to enable automated tools for helping marketplace operators, investors and finance......
ePayPolicy, a Market-Leading Electronic Payments Solution for the E&S Insurance Market, Announces Investment from Serent Capital
InsurTech News

ePayPolicy, a Market-Leading Electronic Payments Solution for the E&S Insurance Market, Announces Investment from Serent Capital

Fintech News Desk
by Fintech News Desk0
ePayPolicy, a leading integrated electronic payments solutions in the Excess & Surplus (“E&S”) insurance market, announced it received a significant investment from Serent Capital, a San Francisco and Austin based private equity firm focused on investing in high-growth technology and services businesses. ePayPolicy will leverage the Serent investment to accelerate......
Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes
Fintech News Trading

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes

Fintech News Desk
by Fintech News Desk0
Altruist Corp, an LA-based fintech company that provides a fully integrated digital brokerage to financial advisors, announced its partnership with DriveWealth, a global leader in digital trading technology. DriveWealth is also partnered with Citibank and will power Altruist’s brokerage execution and is responsible for safekeeping securities on behalf of Altruist’s customers......
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