Search Results for: Financial Advisor
The Highest Accounting Service Needs -Tax and Audit – Intensify the Need for Increased Accounting Automation in 2020, According to Avii
Adoption of Avii’s Unified Cloud Automation and Workflow Solution for Tax, Audit and Advisory will Grow Substantially in 2020, the Company Says While the April tax deadline is the highest theme on accounting firms’ minds this week, accountants must work equally hard to prepare for the audit services that will......
Canoe Intelligence Names Prime Buchholz as New Client
Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations for institutional investors, allocators and asset servicing firms, announced a new client relationship with Prime Buchholz, an independent investment advisory firm with an operational history of more 30 years and deep expertise in alternative......
FinMason Expands Sales Team
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader
FXCM Group, LLC, a leading international provider of online foreign exchange and CFD trading, announced that FXCM Pro is beginning the process of onboarding clients with FlexTrade System’s “MaxxTrader” solution across the LD4 hosting centre. This announcement follows from the recent news in late 2019 detailing the initial launch of......
Holt Accelerator – Seeking the World’s Best Early Stage Fintechs to Join Cohort 3.0
Holt Fintech Accelerator is currently receiving applications for their 2020 cohort – version 3.0. This will be the third cohort following active investments in 18 top fintechs, enabling 30+ deals for their startups (ie. half with financial institutions as customers / partners, half with institutional investors), resulting in companies raising an......
Forte Unveils New BillPay Solution
Forte Payment Systems, a CSG company, announced its new BillPay solution including omnichannel accessibility, payer-friendly navigation, biller customization, and advanced technology that delivers a secure and seamless payment experience. “Consumer demands, evolving technology, security, and growing connectivity all contribute to the shifting focus in payments” BillPay gives billers the ability to collect......
8i Enterprises Acquisition Corp. Announces that Its Intended Merger Target – Diginex Bolsters Compliance Function with Singapore Talent
8i Enterprises Acquisition Corp. a special purpose acquisition company, announced that Diginex, a digital asset financial services and advisory company with which JFK entered into a definitive share exchange agreement dated July 9, 2019, has expanded its compliance team with the appointment of Vicki Tan, who joins Diginex as Head......