Search Results for: client

Josh Elsass Announced As International Bancard's Chief Sales Officer
Business Capital Markets Fintech News

Josh Elsass Announced As International Bancard’s Chief Sales Officer

International Bancard, an industry-leading payment acceptance provider, is pleased to announce Josh Elsass has joined the executive team as the company’s Chief Sales Officer (CSO). “Josh possesses exceptional talent, drive and leadership experience. He’ll be a fantastic addition to the International Bancard executive team,” said David Iafrate, CEO and Founder. “International Bancard continues to......
Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities
Business Fintech Investment Services News Trading

Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities

DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced a partnership with Winvesta Ltd, a newly launched UK-based global investment platform with operations in India and the U.S. Employing DriveWealth’s proven technology, Winvesta is now offering U.S. stock market access via a mobile app to investors across India, enabling them to......
Convoke Introduces Debt Settlement Directory
Capital Markets Fintech News

Convoke Introduces Debt Settlement Directory

Convoke, a leader in SaaS solutions for the debt collection market, announced the most recent software update to its debt collections compliance and management hub. Each year, Convoke develops and releases several updates to its platform to support its clients’ evolving needs.  With this release, Convoke is pleased to introduce......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire
Business Fintech News

PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire

PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions, has acquired VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire. This strategic acquisition enriches and extends PureFacts’ ability to provide meaningful insights and solutions to wealth firms to address their client’s needs. PureFacts also gains a presence in key......
Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation
Artificial Intelligence Fintech News

Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation

Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, is advancing the accounting software market space with the launch of Avii Workspace™ 2.0. Read More: Remitly Partners With Alipay to Offer International Remittances Avii Workstation 2.0 is available now, with scheduling, budgeting and reporting enhancements......
Dougherty Mortgage Selects SS&C to Support Loan Servicing Business
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
Bookkeeper360 Launches App That Integrates with Xero to Provide Real-Time Business Insights
Business Fintech News

Bookkeeper360, Fintech Industry Leader, Named Best Place to Work by Inc. Magazine

Bookkeeper360 has been named to Inc. magazine’s annual list of the Best Workplaces for 2020 making this their fourth award with Inc. since being founded in 2012. Included on this list are American companies that have created exceptional workplaces through vibrant cultures, deep employee engagement, and quality benefits. Bookkeeper360’s headquarters is located in Long Island, Woodbury, NY.......
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