Search Results for: Strategic Advisory

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management

Fintech News Desk
by Fintech News Desk0
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform SMArtX Advisory Solutions , a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading......
AppBrilliance Unveils ‘Push-to-Business’ Digital Payments Model; Solidifies Leadership with Strategic Appointment of Steve Mott to Advisory Board
Banking Digital Payments Mobile Banking News

AppBrilliance Unveils ‘Push-to-Business’ Digital Payments Model; Solidifies Leadership with Strategic Appointment of Steve Mott to Advisory Board

Fintech News Desk
by Fintech News Desk0
Payments Startup Continues Rapid Growth with Key Addition to Leadership Team and Reveals Vision, Business Goals with Push-to-Business Payments  AppBrilliance, an Austin-based payments technology company, revealed its strategic vision with its new Money API-powered, Push-To-Business (P2B) payments model, which upends the decades-old traditional model and shifts power back to the......
Ryan Increases European Corporate Tax Advisory Group With More Strategic Hires
Business Fintech Investment Services News Risk Management

Ryan Increases European Corporate Tax Advisory Group With More Strategic Hires

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, today announced the addition of Andrew Burman as Principal in its European Tax Technology practice. The hiring of Mr. Burman follows other recent strategic hires and acquisitions that have grown the Firm’s global footprint and expanded the Value Added Tax, Tax......
AutoRek Announces Strategic Collaboration With Capgemini to Help Drive Its Ambitious Growth in Financial Services
Finance Fintech News

AutoRek Announces Strategic Collaboration With Capgemini to Help Drive Its Ambitious Growth in Financial Services

Business Wire
by Business Wire0
AutoRek and Capgemini have signed a new agreement that will see Capgemini become AutoRek’s first strategic professional services and technology partner. This will empower AutoRek to be at the forefront of regulatory changes and reporting requirements for clients. Through this agreement, Capgemini will mobilize its team of experts on AutoRek’s reconciliation solution and......
Aghanim Opens Public Access to Mobile DTC Enablement Platform, Reveals Advisory Board and a New Funding Round
Finance Fintech News

Aghanim Opens Public Access to Mobile DTC Enablement Platform, Reveals Advisory Board and a New Funding Round

PR Newswire
by PR Newswire0
Backed by Four VCs, an Unparalleled Advisory Board, and Decades of Experience, Aghanim’s Direct-to-Consumer Game Hub Strategy Delivers a Significant Net Revenue Boost Compared to Web Shops for Mobile Game Studios Aghanim, a pioneering mobile gaming fintech company founded by the former CEO and CTO of Xsolla, has announced the......
SoftLedger Announces Strategic Partnership with Valueonshore to Deliver Comprehensive Accounting Solutions
Fintech News

SoftLedger Announces Strategic Partnership with Valueonshore to Deliver Comprehensive Accounting Solutions

EIN Presswire
by EIN Presswire0
Partnership leverages Valueonshore’s expertise in accounting and SoftLedger’s software for a complete accounting solution for tech and finance companies. SoftLedger, a leading provider of cloud-based accounting software is pleased to announce a strategic partnership with Valueonshore, a premier international business advisory firm. This partnership will leverage Valueonshore’s extensive expertise in accounting and SoftLedger’s......
KPMG and Avalara Announce Strategic Alliance
Fintech News Robotic Process Automation

KPMG and Avalara Announce Strategic Alliance

PR Newswire
by PR Newswire0
New collaboration will help organizations achieve digital tax transformation and compliance   Avalara, Inc., a leading provider of tax compliance automation software for businesses of all sizes, today announced a strategic alliance with KPMG LLP, the audit, tax, and advisory firm to deliver greater value to enterprise businesses across industries.......
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......
Quantifind Taps Michael Shepard, Former Deloitte Global Financial Crime Leader, for Advisory Role
Artificial Intelligence Finance Fintech News

Quantifind Taps Michael Shepard, Former Deloitte Global Financial Crime Leader, for Advisory Role

PR Newswire
by PR Newswire0
Michael’s addition strengthens Quantifind’s strategic leadership team and is poised to drive further AI innovation. Quantifind, the proven AI leader in Risk Intelligence, is thrilled to announce a significant milestone in enhancing its strategic leadership team. Michael Shepard, Deloitte’s global Financial Crime executive, has retired from Deloitte and is joining......
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