Search Results for: cloud practice management

LPL Financial Welcomes Fenton Wangler Financial
Finance News

LPL Financial Welcomes Fenton Wangler Financial

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Eric Fenton and Rodney Wangler have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with JFC Advisor Network. They reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Advisor......
CASEpeer Launches New Integration With Leading Online Payment Solution, LawPay
Digital Payments News

CASEpeer Launches New Integration With Leading Online Payment Solution, LawPay

Fintech News Desk
by Fintech News Desk0
Leading Practice Management Software Continues To Scale, Benefitting Personal Injury Firms CASEpeer, the leading legal practice management software built for personal injury law firms, has announced its new integration with LawPay. This integration will deliver CASEpeer’s vision of providing the best cloud-based practice management software and product solutions for personal......
Synechron Completes Integration of Payments Services and Solutions Provider Attra
Digital Payments News

Synechron Completes Integration of Payments Services and Solutions Provider Attra

Fintech News Desk
by Fintech News Desk0
Attra will operate under the Synechron brand as Synechron Payments, following full integration within Synechron Synechron, Inc., a leading global digital transformation consulting firm, announces that it has now fully integrated its subsidiary, Attra, a payments technology services and solutions provider headquartered in Melbourne, Australia, into the larger Synechron brand. Attra,......
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Artificial Intelligence Featured Fintech Primers Technology

Best 10 Technology Trends For 2023

Pooja Choudhary
by Pooja Choudhary0
Each passing year contributes immensely to the global tech industry, so the industry seems interested to know what new trends it must follow. 2023 is blinking around the corner, so let’s cover the emerging tech trends that shall be shaping our digital domain for the upcoming year. Below are 10......
IMM and Superior Partner to Deliver Advanced Platform for Community Financial Institutions
Finance Fintech News

IMM and Superior Partner to Deliver Advanced Platform for Community Financial Institutions

Fintech News Desk
by Fintech News Desk0
Fintech providers join forces to integrate embedded eSignatures within industry’s most advanced, cloud-based support services and tax reporting for retirement and health savings accounts IMM, the only eSignature provider specializing in eSignature and digital transaction solutions exclusively for financial institutions, and Superior IRA & HSA (Superior), the industry’s first fintech firm......
Commerce Fintech News

Industry-Leading Digital Intelligence Platform Chooses To Collaborate With Scytale To Automate Its Security Compliance

Fintech News Desk
by Fintech News Desk0
Scytale, a security compliance automation platform, announces it is working with Cellebrite DI to automate the company’s security compliance processes and IT audits, including SOC 2, ISO 27001 and GDPR. The collaboration is expected to help Cellebrite DI streamline its compliance workloads, enabling a faster, smarter, and more efficient audit-readiness......
BW Retail Scales Ecommerce Fulfillment with Descartes’ Ecommerce Warehouse and Shipping Solution
Commerce E-commerce News

BW Retail Scales Ecommerce Fulfillment with Descartes’ Ecommerce Warehouse and Shipping Solution

Fintech News Desk
by Fintech News Desk0
Descartes Systems Group, the global leader in uniting logistics-intensive businesses in commerce, announced that Michigan-based BW Retail, a leading ecommerce marketing, fulfillment and data analytics service provider, replaced manual pick, pack and ship practices with Descartes’ integrated ecommerce warehouse management and shipping solution to efficiently scale fulfillment operations and improve......
Rev’s New Event-based Exegraphics Provide Powerful Timely Insights for Fueling B2B Sales
Artificial Intelligence B2B News

Rev’s New Event-based Exegraphics Provide Powerful Timely Insights for Fueling B2B Sales

Fintech News Desk
by Fintech News Desk0
Sales and RevOps teams now have a greater selling advantage with more transparency into prospects and existing customers Rev, the AI-powered Sales Development Platform that helps B2B companies find their next best customers, announced today a new category of exegraphics called EV lenses. Exegraphics are key data points that convey......
Plooto Raises $20M USD ($27M CAD) in Series B Funding
Finance News

Payments Automation Platform Plooto Raises $20M USD ($27M CAD) in Series B Funding

Fintech News Desk
by Fintech News Desk0
New funding will be used to capitalize on Plooto’s growth momentum and customer base by scaling the team and expanding product capabilities Plooto, a leader in end-to-end accounts payable and accounts receivable (AP/AR) automation software for small to medium-sized businesses (SMBs), announced the closing of $20M USD ($27M CAD) in......
Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs
Fintech News

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors’ Needs

Fintech News Desk
by Fintech News Desk0
Wealthcare Capital Management LLC, a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, announced their partnerships with industry-leading platforms Tifin Clout, Healthpilot, RetireOne, and OneTrust to provide their advisors with the most robust service offering in the wealth management space. As investors’ demand for more holistic financial services......
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