Search Results for: Financial services

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Small Business Owners See Expanded Use of Contactless, Some Increases in Sales During COVID-19
Fintech News

ETA Announces Expansion to Canada to Support Growth and Innovation in North American Market

Fintech News Desk
by Fintech News Desk0
The Electronic Transactions Association (ETA), the global trade association for the payments technology and merchant acquiring industry, announced its expanded presence in Canada. ETA has been an active participant in public policy advocacy on behalf of its members and the industry at large in Canada since 2018. ETA’s expansion will be focused on......
Wirecard North America Inc. Pursues Acquisition
Business Fintech Investment Services News

Wirecard and Klarna Launch Joint Payment Solution for Merchants

Fintech News Desk
by Fintech News Desk0
Wirecard embeds all three Klarna payment methods into merchants’ checkout – via a single integration – and processes all payments Wirecard, the global innovation leader for digital financial technology, and Klarna, a leading global payments and shopping provider, announced the launch of a new enhanced joint payment solution. All three......
Tech CU Expands Its Commercial Banking Relationship With Keep IT Simple
Banking Fintech News

Tech CU Expands Its Commercial Banking Relationship With Keep IT Simple

Fintech News Desk
by Fintech News Desk0
Keep IT Simple Adopts Tech CU’s Full Suite of Commercial Banking Products  Tech CU (Technology Credit Union) announced that it has expanded its commercial banking relationship with Keep IT Simple, a company focused on helping other businesses solve complex IT challenges. Based in the Bay Area for more than 30......
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
by Fintech News Desk0
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
Avii, What Their SaaS and Accounting Software Platform
Fintech News

The Highest Accounting Service Needs -Tax and Audit – Intensify the Need for Increased Accounting Automation in 2020, According to Avii

Fintech News Desk
by Fintech News Desk0
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......
Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending Markets
Fintech Investment Services News

Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending Markets

Fintech News Desk
by Fintech News Desk0
CEO David Chan announces company on-track to financially break-even on operational cash flow later this year following intensive period of strategic re-focus International online direct lender and Point-of-Sale (POS) financing provider Kreditech announced it is rebranding its name to Monedo, as it looks to further grow its position in the......
Future FinTech Announces Shanchun Huang as New CEO
Blockchain Investment Services News

Future FinTech Announces Shanchun Huang as New CEO

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc., a company that engages in blockchain based e-commerce, announced that its board of directors appointed Mr. Shanchun Huang (also known as Shawn Shanchun Huang) as the Company’s Chief Executive Officer and a director of the Board, effective March 4, 2020. Mr. Yongke Xue resigned as the Chief Executive Officer of the Company......
Celsius Network Surpasses $1 Billion in Cryptocurrency Deposits Since Launch in 2018
Blockchain Cryptocurrency News

Celsius Network and Prime Trust Partner to Secure Depositors Funds and Offer Low-Cost Credit

Fintech News Desk
by Fintech News Desk0
Celsius Network diversifies its custodial services to offer industry-leading security for its 75,000+ members Celsius Network, an industry-leading cryptocurrency borrowing and lending platform, announces today its partnership with Prime Trust, the innovative API-enabled financial solution provider. Celsius Network will be adding Prime Trust to its list of custodians and service......
Simpliance Bespoke Audit Management tool streamlines audit process for organisations
News Risk Management

Simpliance Bespoke Audit Management tool streamlines audit process for organisations

Fintech News Desk
by Fintech News Desk0
The cloud-based tool increases productivity by 75% for vendors, stakeholders and businesses Simpliance Technologies, India’s largest integrated digital Governance, Risk and Compliance (GRC) platform helps organisations to fulfil their audit requirements with Simpliance Bespoke Audit Management tool. The cloud-based tool offered by Simpliance, a key subsidiary of India’s leading business services provider Quess Corp, can be customized as per......
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