Search Results for: client account information

Rbc and Envestnet Data and Analytics Announce Agreement to Provide Clients With Greater Control Over Their Financial Data
Finance News

RBC and Envestnet Data and Analytics Announce Agreement to Provide Clients With Greater Control Over Their Financial Data

Fintech News Desk
by Fintech News Desk0
For the first time, more than 14 million RBC clients have direct connection to Envestnet | Yodlee’s 1,500+ apps and services RBC is pleased to announce a data access agreement with Envestnet | Yodlee, a leading data aggregation and analytics platform, to address the needs of an increasingly digital customer......
Nevada Hospital Association Deploys MineralTree to Streamline its Accounts Payable Process
Digital Payments News

Nevada Hospital Association Deploys MineralTree to Streamline its Accounts Payable Process

Fintech News Desk
by Fintech News Desk0
Non-profit optimizes invoice approvals and payments, reducing manual effort and operational costs MineralTree, an Accounts Payable (AP) and payment automation solution provider, announced that the Nevada Hospital Association (NHA), a nonprofit  trade association that advocates on behalf of Nevada hospitals, health systems and patients, has deployed MineralTree’s TotalAP solution to streamline its......
AMI Information Systems Partners with DoubleCheck Solutions to Offer Credit Unions Innovative NSF Protection
Digital Payments News

AMI Information Systems Partners with DoubleCheck Solutions to Offer Credit Unions Innovative NSF Protection

Fintech News Desk
by Fintech News Desk0
DoubleCheck’s solution allows AMI to give customers transparency and control to correct NSF transactions AMI Information Systems is partnering with DoubleCheck Solutions to give their credit union members the ability to offer members protection from non-sufficient funds (NSF) before any payments are declined. This is the first time AMI has added non-sufficient......
ISG to Publish Report on Digital Innovators in Retail Banking
Digital Finance News

ISG to Publish Reports on Finance and Accounting Services

Fintech News Desk
by Fintech News Desk0
Upcoming ISG Provider Lens reports will evaluate transformation and outsourcing of financial operations for higher efficiency and better decision-making Information Services Group, a leading global technology research and advisory firm, has launched a research study examining finance and accounting outsourcing services that help enterprises make their financial operations more efficient......
Prime Trust Selects TaxBit to Provide End-to-End Tax Information Reporting and Tax Compliance
Fintech News

Prime Trust Selects TaxBit to Provide End-to-End Tax Information Reporting and Tax Compliance

Fintech News Desk
by Fintech News Desk0
In preparation for the Infrastructure Bill in 2023, TaxBit will provide Prime Trust with industry-leading Tax information reporting and compliance solutions TaxBit, the tokenized economy’s leading tax and accounting software provider, announced a new collaboration with Prime Trust, the leading provider of financial infrastructure for fintech and digital asset innovators.......
Linedata Integrates AI and Prescriptive Analytics Into Its Solutions to Inform Clients’ Decisions
Analytics Artificial Intelligence News

Linedata Integrates AI and Prescriptive Analytics Into Its Solutions to Inform Clients’ Decisions

Fintech News Desk
by Fintech News Desk0
Linedata, a global provider of asset management and credit technology, data and services, announced it has developed two artificial intelligence modules aimed at supporting clients in their decision-making and enhancing productivity in the follow-up of client cases. The new Digital Assistant and Sales Advisor modules, already used by Linedata’s clients......
Standish Management Enhances Client Service with Yardi Investment Manager
Investment Services News

Standish Management Enhances Client Service with Yardi Investment Manager

Fintech News Desk
by Fintech News Desk0
Single connected technology platform enables immediate access to real estate investment information for managers and general partners Real estate investment fund administrator Standish Real Estate (a division of Standish Management) will make it easier for its general partner clients to obtain timely investment information by adopting Yardi Investment Manager, a single......
Cointelli Continues Expansion of Crypto Tax Offering with “For Accountants” Product and Uphold Partnership
Cryptocurrency News

Cointelli Continues Expansion of Crypto Tax Offering with “For Accountants” Product and Uphold Partnership

Fintech News Desk
by Fintech News Desk0
Cointelli broadens options for both CPAs and everyday filers with debut of new product for tax professionals, along with a “featured app partnership” with Uphold that will allow users and investors to access top-tier crypto tax software Cryptocurrency tax software provider Cointelli announced two new updates, including expanded functionality for......
Fiskl Introduces Modern API-driven Accounting For Small Businesses
Banking Finance News

Fiskl Introduces Modern API-driven Accounting For Small Businesses

Fintech News Desk
by Fintech News Desk0
FISKL introduces modern API-driven accounting for small businesses With Open Finance bi-directional data flow to simplify SMB lending Fiskl, the mobile-first financial management solution for small businesses, announces the launch of modern, API-driven accounting on its platform, now available worldwide. The classic cloud accounting platforms are now facing technology legacy......
CCH Axcess Validate Expert Solution From Wolters Kluwer Named Among Accounting Today’s 2022 Top New Products
Blockchain News

CCH Axcess Validate Expert Solution From Wolters Kluwer Named Among Accounting Today’s 2022 Top New Products

Fintech News Desk
by Fintech News Desk0
Innovative cloud-based expert solution leverages blockchain technology to help CPA firm auditors fast-track banking confirmations Wolters Kluwer Tax & Accounting announced that its cloud-based CCH Axcess Validate expert solution was recognized by Accounting Today in the Audit tools category of the 2022 Top New Products special report. Its blockchain-enabled workflow provides firms with the simplicity,......
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