Search Results for: clients

LeaseQuery Unveils LeaseGuru, the Industry’s Most Advanced Lease Accounting Solution for Small Businesses
Fintech News

LeaseQuery Unveils LeaseGuru, the Industry’s Most Advanced Lease Accounting Solution for Small Businesses

Fintech News Desk
by Fintech News Desk0
LeaseGuru, powered by LeaseQuery, facilitates mandatory compliance for businesses with a lease portfolio of under ten LeaseQuery, a leading provider of comprehensive lease accounting software to more than 1,000 companies, announced the launch of LeaseGuru, its CPA-approved, cloud-based lease accounting solution for public and private companies with a lease portfolio of......
PeerStreet Promotes Ellen Coleman to Chief Financial Officer
Banking News

PeerStreet Promotes Ellen Coleman to Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Previously EVP of Finance, Coleman Brings Extensive Mortgage Finance Experience to the Company’s C-Suite PeerStreet, a platform for investing in real estate backed loans, has promoted Ellen Coleman to Chief Financial Officer. Coleman joined the company a year ago as EVP of Finance. As CFO, she’ll oversee a variety of......
4stop Partners With Hexopay for an Innovative Link Between Identity and Payment Services
News Risk Management

4stop Partners With Hexopay for an Innovative Link Between Identity and Payment Services

Fintech News Desk
by Fintech News Desk0
4Stop (“FourStop GmbH”), a global risk management provider, announces its exciting partnership with Hexopay, bringing together a shared ethos of single API platforms. Both companies enable merchants to integrate once and access everything they need for truly global coverage, optimisation of customer onboarding and authorisation, whilst mitigating fraud risk. This partnership firmly bridges......
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......
Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships
Banking News

Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships

Fintech News Desk
by Fintech News Desk0
First-of-Its-Kind Study Suggests More than Two Million Wealthy Households Do Not Currently Have a Financial Advisor, Finds that More Than Half Would Choose an Advisor Online Zoe Financial, a technology-driven marketplace that empowers customers to make better financial decisions, released the results of its inaugural Zoe Wealth Planning Sentiment Study.......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
Accounting Seed Opens Office in the United Kingdom
Banking Fintech News

Accounting Seed Opens Office in the United Kingdom

Fintech News Desk
by Fintech News Desk0
Expands Further into the EMEA Market Accounting Seed, a top-rated accounting platform powered by Salesforce, opens a second location in Reading, UK, to better serve customers and expand their footprint in the Europe, Middle East, and Africa (EMEA) market. Having accomplished double-digit year-over-year growth for the last 10 years, Accounting Seed is both poised for continual......
Technisys Committed to Supporting the ABA's Principles for Strong Bank-Core Provider Relationships
Banking Fintech Fintech Startups Mobile Banking News

Rellevate’s Platform to be Upgraded by Technisys

Abhishek Upadhyay
by Abhishek Upadhyay0
A renowned digital banking fintech company working towards assisting consumers’ access and use of their money, Rellevate™, LLC, announced that it had selected Technisys as its digital banking platform provider. The digital banking tech company, Technisys, offers mobile banking and omnichannel solutions for the companies in financial sectors. Rellevate’s financial......
SharesPost Broadens Access to SharesPost 100 Fund
Banking News

SharesPost Broadens Access to SharesPost 100 Fund

Fintech News Desk
by Fintech News Desk0
Leading Liquidity Provider Hires Five-Member Team to Expand Distribution of Late-Stage VC Strategies from SharesPost Investments Management, LLC SharesPost, a leading provider of liquidity strategies within the private growth asset class, appointed a new in-house sales and distribution team to expand access to its suite of investment strategies, including the......
Mobile Labs Continues to Gain Traction in Banking and Financial Services with its Industry-Leading On-Premises Mobile Device Cloud GigaFox
Banking Mobile Banking News

Mobile Labs Continues to Gain Traction in Banking and Financial Services with its Industry-Leading On-Premises Mobile Device Cloud GigaFox

Fintech News Desk
by Fintech News Desk0
Mobile Labs, a leading provider of mobile device clouds to Global 2000 mobile developers and testers, continues to be the trusted partner of several large national and international banking and financial services brands in their mobile testing labs. Read More: MUFG Union Bank Launches Real-Time Payments for Clients on the......
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