Search Results for: Business Advisors

Zelros unveils its 4-in-1 Copilot - A no-code, customizable solution for bank advisors & insurance agents
Banking Fintech

Zelros unveils its 4-in-1 Copilot – A no-code, customizable solution for bank advisors & insurance agents

EIN Presswire
by EIN Presswire0
Zelros introduces Blue Moon, the latest version of its Copilot, combining four powerful functionalities into a single platform. Designed to transform the way customer-facing teams, marketers, and data & IT professionals collaborate, this innovative solution sets a new standard for the financial services industry. Learn more about the new features. Zelros......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
Melio-Launches-Advanced-Accounts-Payable-Capabilities-For-Accountants-And-Midsize-Businesses
Digital Payments News Payment gateways

Melio Launches Advanced Accounts Payable Capabilities For Accountants And Midsize Businesses

Business Wire
by Business Wire0
New Features Include Fast Foreign Currency Payments, Instant Bank Transfers, W9 Collection And Auto 1099 Sync, And Client Management Tool for Accountants With Priority Phone Support  Melio, a leading accounts payable and receivable platform, announced multiple new features for small and medium-sized businesses and accountants to automate processes, boost control of......
LedgerAI Partners Secures First of Numerous Letters of Intent with Financial Recovery Strategies (FRS) to Revolutionize Business Intelligence
Artificial Intelligence Fintech News

LedgerAI Partners Secures First of Numerous Letters of Intent with Financial Recovery Strategies (FRS) to Revolutionize Business Intelligence

GlobeNewswire
by GlobeNewswire0
LedgerAI, a leader in artificial intelligence and business solutions technology, is thrilled to announce it has secured its first Letter of Intent (LOI) with Financial Recovery Strategies (FRS), marking a transformative moment as the company redefines the future of business intelligence by applying Artificial Intelligence (AI), intelligently. This will be......
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
OneStream Splash will Empower the Office of the CFO to Take Finance Further in a Complex Business Landscape
Finance News

OneStream Splash will Empower the Office of the CFO to Take Finance Further in a Complex Business Landscape

Business Wire
by Business Wire0
OneStream’s 14th annual customer conference will enable finance leaders to drive corporate growth with AI-powered innovation, customer success stories and visionary keynotes OneStream Software, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions — including financial close, consolidation, reporting, planning......
Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)
Artificial Intelligence Fintech News

Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)

Business Wire
by Business Wire0
RIA GPT Provides Advisors with AI Efficiencies while Addressing Governance, Risk, Compliance and Cybersecurity Artificial Intelligence Risk, Inc. (AI Risk, Inc.), the leader in AI Governance, Risk, Compliance, and Cybersecurity (AI GRCC) software, announced today the launch of RIA GPT, a new software platform providing safe, secure, generative-AI for registered......
FIntegrate Welcomes Banking Industry Veteran, Jeremy Ferrell, to Board of Advisors
Banking Fintech News

FIntegrate Welcomes Banking Industry Veteran, Jeremy Ferrell, to Board of Advisors

EIN Presswire
by EIN Presswire0
FIntegrate Technology, leading provider of financial technology solutions, announced today the addition of Jeremy Ferrell to its Advisory Board. Ferrell, an accomplished banking leader with nearly 25 years of experience in the banking industry, and who will bring invaluable insights and strategic direction to the organization. “Jeremy’s vast experience and......
Grant Thornton to accelerate business strategy with investment from New Mountain Capital
Fintech Investments News

Grant Thornton to accelerate business strategy with investment from New Mountain Capital

Fintech News Desk
by Fintech News Desk0
Following the closing of the transaction, which is expected in the second calendar quarter of 2024, Grant Thornton will operate in an alternative practice structure: Grant Thornton LLP, a licensed CPA firm, will provide attest services — and Grant Thornton Advisors LLC will provide business advisory and non-attest services. Grant......
Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
by PR Newswire0
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’ long-term financial planning goals. Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announces it has signed an......
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