Search Results for: cloud-based software
Docupace Launches New Reg BI Compliance Solution
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......
REPAY Announces Partnership With Turnkey Lender
Creates major efficiencies in loan servicing, payment collection, and reconciliation processes Repay Holdings Corporation,a leading provider of vertically-integrated payment solutions, announced its partnership with TurnKey Lender, a cloud-based lending software for evaluating borrowers, decision-making support, and online-lending process automation. REPAY and TurnKey Lender both serve the lending marketplace in the......
Signavio Launches Advanced Insurance Solution to Help Companies Achieve End-To-End Process Transformation
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......
Punchey Announces Executive Changes
Kunal Mehta Appointed as Chief Executive Officer; Nathaniel Stevens Appointed to Newly Created Role of Executive Chairman Punchey, Inc, the leading cloud-based payment and POS system for consumer facing businesses, announced that Nathaniel Stevens has stepped down as the company’s Chief Executive Officer and will transition to the role of Executive......
Docupace Announces Availability of Digital Adoption Bundles for Wealth Management
Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is announcing the availability of a suite of Digital Adoption Bundles that lower......
VisitPay Names Chief Technology Officer, Appoints Chief Financial Officer
VisitPay, the leader in patient financial engagement, announced the addition of two senior executives to its leadership team: David P. Smith has joined as chief technology officer (CTO) and Tom Ryden has joined as chief financial officer (CFO). Both bring extensive experience and success in growth stage companies which will support VisitPay’s consistent......
LexisNexis Juris Financial Management Solution and ClientPay Team up to Reduce the Time and Cost of Credit Card Processing and Improve the Payment Acceptance Process for Law Firms
Juris, a premier billing, accounting, and financial management software for law firms, has officially endorsed ClientPay, an award-winning cloud-based credit card and eCheck payment platform, as the premier choice for Juris users. Law firms can now provide their clients with the capabilities to pay their invoices in less time, without mailing......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......