Search Results for: Financial Advisor

Avii, What Their SaaS and Accounting Software Platform
Business Fintech News

Avii Unified Workspace for Accounting Unveils Four New Solution Sets, Appoints Stuart Dean to VP Sales, at Silicon Slopes #TechSummit2020

Fintech News Desk
by Fintech News Desk8
-Company Is Expanding the Industry’s Most Interconnected Practice Management Platform With Solution Sets for Client Portal, Secure Document Exchange, Projects, Tasks and Workflow, and Resource Planning- Avii , provider of the Avii Workspace unified SaaS platform for tax, audit, advisory, compliance and management consulting firms, is expanding rapidly in 2020,......
TrendSpider Launches Market Scanner to Empower Traders to Find Actionable Trade Setups Faster and More Efficiently
News Trading

TrendSpider Launches Market Scanner to Empower Traders to Find Actionable Trade Setups Faster and More Efficiently

Fintech News Desk
by Fintech News Desk14
Chicago Fintech Launches Revolutionary Real-Time Market Scanner to Help Traders Find Real-Time Technical Setups in Their Watchlists or Common Indices. TrendSpider, a Chicago-based fintech focused on building automated, all-in-one dynamic technical analysis software for active traders, announced the release of its ground-breaking Market Scanner technology. The Market Scanner is intended to......
Jody Padar, The Radical CPA, Joins the Botkeeper Team
Fintech News

Jody Padar, The Radical CPA, Joins the Botkeeper Team

Fintech News Desk
by Fintech News Desk0
Botkeeper has announced that Jody Padar, one of Accounting Today’s Top 100 most influential people in the profession, will become Botkeeper’s Vice President of Strategy and work to bring the company closer to the accounting profession. As many know, Jody has been working with “the Bots” over the last 18......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Xignite Now Available in AWS Data Exchange
Fintech News

Xignite Now Available in AWS Data Exchange

Fintech News Desk
by Fintech News Desk0
Provides Easy Access to End-of-Day and Historical Stock Price Data Xignite, Inc. announced their financial data APIs  are now available in AWS Data Exchange, a new service that makes it easy for millions of Amazon Web Services (AWS) customers to securely find, subscribe to, and use third-party data in the cloud. Xignite......
University of Toronto and Trilogy Education Launch FinTech Boot Camp in Toronto
Business Fintech News

University of Toronto and Trilogy Education Launch FinTech Boot Camp in Toronto

Fintech News Desk
by Fintech News Desk0
University of Toronto SCS Now Offering FinTech, Coding, Data Analytics, Cybersecurity, and UX/UI Boot Camps to Meet Demand for Tech Talent in Toronto The University of Toronto School of Continuing Studies (SCS) announced the launch of Toronto’s first comprehensive fintech training program in partnership with Trilogy Education, a 2U, Inc. brand and leading......
FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams
Banking News

FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams

Fintech News Desk
by Fintech News Desk0
The Investment Provider Xchange (“IPX”), an innovative solutions provider for retirement plan professionals, plan sponsors and participants in the 403(b) and 457(b) space, announced the addition of key executive staff and sales team members. Kevin Loffredi joins as Chief Product Officer and Michael Schaeffer joins as Director of Sales. In addition,......
FormFree Receives U.S. Patent for Ground-Breaking Approach to Credit Decisioning
Uncategorized

FormFree Founder Brent Chandler Commends CFPB Proposal to Eliminate DTI, Citing Ability to Pay as ‘Best Consumer Borrowing Risk Indicator’

Fintech News Desk
by Fintech News Desk0
FormFree Founder and CEO Brent Chandler responded to this week’s news that Consumer Financial Protection Bureau (CFPB) Director Kathy Kraninger indicated the bureau’s decision to propose amending the Ability to Repay/Qualified Mortgage Rule so as to “move away” from debt-to-income (DTI) calculations as a mortgage underwriting factor: First, I commend the CFPB for their courage......
Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals
Banking Fintech News

Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals

Fintech News Desk
by Fintech News Desk0
Integrations With Trusted Partners Allow Tax Professionals and Their Clients to Grow and Prosper Intuit ProConnect is announcing plans to expand the capabilities in ProConnect Tax Online, Lacerte and ProSeries with new third-party integrations. The expanding partnership ecosystem will give tax professionals access to new tools to deliver on client......
Manning & Napier Selects InvestCloud to Lead Digital Transformation
Business News

Manning & Napier Selects InvestCloud to Lead Digital Transformation

Mohit Manoharan
by Mohit Manoharan0
 Manning & Napier, Inc., (“Manning & Napier” or “the Company”) announced it has selected InvestCloud to lead the firm’s digital transformation. The firm will utilize InvestCloud’s full suite of applications, ranging from back-office operations to client-facing websites. The multi-phased conversion will focus on enhancing the digital client experience, streamlining back-office......
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