Search Results for: cloud practice management

Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
GlobalFinTechSeries Interview with Michael Cutlip, President & CEO at Authoriti
Banking Business Fintech Interviews

GlobalFinTechSeries Interview with Michael Cutlip, President & CEO at Authoriti

Paroma Sen
by Paroma Sen0
Mike Cutlip is the Chief Executive Officer of The Authoriti Network, Inc., founded in 2017 to eliminate fraud and data privacy risks by letting customers easily and securely authorize any transaction.  Cutlip has more than 30 years of experience across a range of roles in the financial services industry, the......
Norton joins advisory board of InsureTech startup Pricing Platform
Fintech News

Pricefx Applauds Winners of Pricing Competition at University of Rochester

Fintech News Desk
by Fintech News Desk0
Judges name winners in Simon Business School student pricing competition utilizing Pricefx’s technology and use cases from customer Iron Mountain Pricefx, the global leader in native cloud pricing software, announced the winners of the 2020 Simon Pricing Club Case Competition at the University of Rochester. As the leading sponsor of the......
Ivalua Awarded Best P2P Specialist Provider at World Procurement Awards 2020
Fintech News

Ivalua Now Virtual Event to Showcase the Role of Procurement in Meeting Today’s Business Challenges

Fintech News Desk
by Fintech News Desk0
Premier event for procurement & supply chain practitioners will showcase latest technological innovations and extensive line-up of industry leaders  Ivalua, a leading provider of global Spend Management Cloud solutions, announced that its marquee annual event, Ivalua NOW 2020, will transition from a physical event in Washington D.C. to a virtual event, taking......
Docupace Launches New Reg BI Compliance Solution
Fintech News

Docupace Launches New Reg BI Compliance Solution

Fintech News Desk
by Fintech News Desk0
Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms  Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and......
Signavio Launches Advanced Insurance Solution to Help Companies Achieve End-To-End Process Transformation
Fintech InsurTech News

Signavio Launches Advanced Insurance Solution to Help Companies Achieve End-To-End Process Transformation

Fintech News Desk
by Fintech News Desk0
Signavio, a leading provider of business transformation solutions,  announced the release of the Signavio Business Transformation Suite for insurance industries, created to help insurance organizations transform their operations through modern process management. Read More: Former U.S. Secretary of Commerce, Penny Pritzker, Doubles Down on Payments Infrastructure Pioneer Finix “In these times......
Helping Families Pay for Veterinary Care During COVID-19: VetBilling Releases Web-Accessible Platform for Offering In-House Payments
Fintech News

Helping Families Pay for Veterinary Care During COVID-19: VetBilling Releases Web-Accessible Platform for Offering In-House Payments

Fintech News Desk
by Fintech News Desk0
Maryland-based VetBilling recently released a web-accessible, PCI-compliant platform that for the first time, allows veterinarians to offer in-house payment plans with minimal financial risk. Read More: ClassWallet Provides Free Access to its Platform Veterinary hospitals will encounter a growing number of pet parents who need help paying for services in coming......
Payrailz Receives “Exceptional” Rating in Its Inaugural Integrated Vendor Risk and Due Diligence Assessment Sourced Independently by Rochdale Paragon Group
Fintech News Risk Management

Payrailz Receives “Exceptional” Rating in Its Inaugural Integrated Vendor Risk and Due Diligence Assessment Sourced Independently by Rochdale Paragon Group

Fintech News Desk
by Fintech News Desk0
Standardized methodology provides a holistic and risk weighted evaluation of Smart Payments Provider Payrailz, a digital payments company offering smarter, more engaging payment experiences to banks and credit unions across the United States, is proud to announce the summary publication of findings based on its successful completion of Rochdale Paragon Group’s Integrated......
Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free
Fintech News

Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free

Fintech News Desk
by Fintech News Desk0
 Avii is Filling the Gap with Automation by providing the full Avii Workspace™ platform for Tax, Audit and Advisory free for up to 25 users until at least June 1, 2020, to help ease new hurdles  To aid accounting firms of all sizes, effective immediately, Avii is providing the Avii Workspace......
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