Search Results for: client account information

Exactuals’ PaymentHub More than Doubles in Size in 2020; Reaches $1 Billion in Volume
InsurTech News

Exactuals Launches Innovative Product to Streamline and Modernize Insurance Commission Payments

Fintech News Desk
by Fintech News Desk0
Already a Leader in Innovative Solutions for Complex Payments in the Entertainment Industry, Exactuals Is Expanding to the Insurance Industry Exactuals, a leading provider of cloud-based payment services, today announced it will launch PaymentHub for Insurance, a modern SaaS, high-tech product that will streamline insurance commission payments. The platform delivers commission......
eVest Technology Launches Innovative Marketplace, Offering the Next Generation of Investment to Accredited Investors
Investment Services News

eVest Technology Launches Innovative Marketplace, Offering the Next Generation of Investment to Accredited Investors

Fintech News Desk
by Fintech News Desk0
Company’s eVest Marketplace Platform Delivers Investment Opportunities In A Myriad Of Industries Through A Comprehensive And Convenient Digital Process Featuring Instant Updates, Automated Funding And Dividend Processing, And No Broker or Attorney Fees Ushering in the next generation of investing, eVest Technology, long recognized for its savvy, industry-leading syndication software,......
Aria Systems Selected by Early Warning Services for Its Cloud-Based Billing and Monetization Platform
Banking Business News

Aria Systems Selected by Early Warning Services for Its Cloud-Based Billing and Monetization Platform

Fintech News Desk
by Fintech News Desk13
The network operator of Zelle chooses Aria’s platform to maximize recurring revenue opportunities across its business Aria Systems, the leader in helping enterprises grow subscription- and usage-based revenue, announced that Early Warning Services, LLC, a fintech company and the network operator behind Zelle, has selected the company’s cloud billing and......
Exchange Holding Company Cboe Acquires Hanweck and FT Providers
Capital Markets Fintech Startups Investment Services Risk Management

Exchange Holding Company Cboe Acquires Hanweck and FT Providers

Abhishek Upadhyay
by Abhishek Upadhyay0
A major global exchange holding company, Cboe Global Markets, Inc., recently announced the acquisition of Hanweck Associates, LLC, and the business of FT Providers, LLC. Hanweck Associates is a risk analytics firm based in New York, while FT Providers, also known as FT Options, is a Chicago-based portfolio management platform......
Qontigo Names Brian Rosenberg as Chief Revenue Officer
Business News

Qontigo Names Brian Rosenberg as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Financial intelligence provider Qontigo, part of Deutsche Börse Group, announced the appointment of Brian Rosenberg to the newly created position of Chief Revenue Officer. Rosenberg will lead Qontigo’s sales, marketing, applied-research and customer-experience teams across its global index and analytics business and will report to Sebastian Ceria, Chief Executive Officer. Rosenberg......
VoPay Partners with Telpay To Give Digital Platforms Seamless API Access to Over 150,000 Billers
Banking Fintech News

VoPay Partners with Telpay To Give Digital Platforms Seamless API Access to Over 150,000 Billers

Fintech News Desk
by Fintech News Desk0
VoPay, a leader in payment innovation, has partnered with Telpay, an electronic payment solutions provider, to offer a set of tools and APIs that instantly enable Canadian digital platforms to access Canada’s largest biller list of over 150,000 businesses. This partnership will provide a new level of payment convenience. Last......
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......
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......
GTreasury Accelerates Growth Through Market-Leading Innovation, Unparalleled Customer Success, and Executive Expansion
Banking News

GTreasury Accelerates Growth Through Market-Leading Innovation, Unparalleled Customer Success, and Executive Expansion

Fintech News Desk
by Fintech News Desk0
2019 Sees Record Number of Industry Accolades; 2020 Plans Include Adding New Cash Forecasting Capabilities to Gtreasury’s Digital Treasury Management System GTreasury, a digital treasury management platform provider, announced key highlights from 2019 and plans for 2020. “2019 was a record-setting year for GTreasury, with unprecedented growth and the largest number......
Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports
Blockchain News

Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports

Fintech News Desk
by Fintech News Desk0
Lukka, a blockchain-native technology company, has become the first software provider in the crypto asset ecosystem to receive both Service Organization Control (SOC) 1 Type 2 and SOC 2 Type 2 attestation reports. Lukka’s SOC reports were delivered in January 2020 and cover testing periods in 2019. The reports were......
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