Search Results for: advisory firm

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
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......
Leading Asset Management Consultant Joins Bay Street Advisors
Banking Capital Markets News

Leading Asset Management Consultant Joins Bay Street Advisors

Fintech News Desk
Bay Street Advisors is pleased to announce the appointment of Patricia Muller as Partner to build and lead the firm’s Asset Management Practice. Bay Street Advisors, a leading advisory and executive recruiting firm specializing in financial services, is pleased to announce the appointment of Patricia Muller as Partner and Head of the......
Numerati Partners Invited Geospatial Insight to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo
Business Fintech News

Numerati Partners Invited Geospatial Insight to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
Geospatial Insight was one of three firms invited to present technology offerings at the InsurTech Alliance (ITA) Science & Engineering Expo (Expo), co-hosted by Numerati Partners on January 30, 2020 in New York City. The ITA is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm, which seeks to foster the next generation of......
Bankers Confident about Future but Signal Fintech Fear
Banking News

Bankers Confident about Future but Signal Fintech Fear

Fintech News Desk
New Payment/Money Transfer Platforms Viewed by Many as a Serious Threat to Sector’s Overall Profitability. Banking leaders are increasingly confident about their future.  Promontory Interfinancial Network’s proprietary Bank Confidence Index reached its highest point since it debuted five years ago, according to its fourth quarter Bank Executive Business Outlook survey released......
Jitterbit and Navint Partner to Accelerate Recurring Revenue Billing Systems Implementation
Business Fintech News

Jitterbit and Navint Partner to Accelerate Recurring Revenue Billing Systems Implementation

Fintech News Desk
API Integration Technology and Lead-to-Revenue Expertise Combine to Create Pre-Built Templates  Jitterbit, the API transformation company, and Navint Partners, an advisory and technology firm that helps enterprise organizations drive growth and operational efficiency, announced their partnership to deliver fast solutions that connect Salesforce CPQ & Billing to enterprise resource planning (ERP)......
Numerati Partners Invited NavVid to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo
Business Fintech News

Numerati Partners Invited NavVid to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
NavVid was one of three firms invited to present technology offerings at the InsurTech Alliance (ITA) Science & Engineering Expo (Expo), co-hosted by Numerati Partners on January 30, 2020 in New York City. The ITA is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm, which seeks to foster the next......
Payments Industry Turning Point - Coalfire First to Certify With New Software Security Standard
Banking Fintech Radar Fintech Startups

Payments Industry Turning Point – Coalfire First to Certify With New Software Security Standard

Fintech News Desk
Company Set to Assess and Validate Next-Generation PCI Cyber Defense Coalfire, a provider of cybersecurity advisory and assessment services, today became the first firm to be accredited by the Payment Card Industry Security Standards Council (PCI SSC) to assess software solutions against the new Software Security Framework/Secure Software Lifecycle (SSF/SLC)......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech Fintech Radar Fintech Startups Investment Services News

Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
Numerati Partners Co-Hosts the Second InsurTech Alliance (ITA) Science & Engineering Expo
Business Fintech News

Numerati Partners Co-Hosts the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
Numerati Partners LLC co-hosted the second InsurTech Alliance (ITA) Science & Engineering Expo on January 30, 2020 in New York City. The ITA Science & Engineering Expo is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm seeking to foster the next generation of data-intensive risk and liability management enterprises in......
Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform
Banking Fintech News

Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform

Fintech News Desk
-Beyond Bi-Directional Syncing, Avii Provides Accountants Using Avii Workspace for Tax, Audit and Advisory the Ability to Edit OneDrive Documents Directly from the Cloud- Accounting practitioners who use Microsoft’s OneDrive  document sharing and storage solution in conjunction with the Avii Workspace unified SaaS platform have yet another reason to cheer. Avii......
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