Search Results for: cloud-based software

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
FloQast Raises $40 Million to Accelerate Adoption of Close Management Software
Fintech Funding News

FloQast Raises $40 Million to Accelerate Adoption of Close Management Software

Fintech News Desk
by Fintech News Desk0
Series C Round Led by Norwest Venture Partners Brings Total Raised to $93m FloQast, a provider of close management software created by accountants for accountants to close the books faster and more accurately, announced it has raised $40 million in Series C funding led by Norwest Venture Partners with participation......
Cornerstone Advisors Launches Affiliate Software Company to Provide On-Demand Performance Benchmarks to Financial Institutions
Banking News

Cornerstone Advisors Launches Affiliate Software Company to Provide On-Demand Performance Benchmarks to Financial Institutions

Fintech News Desk
by Fintech News Desk0
Cornerstone Advisors announced the formation of PeerMetrix, a new company providing Performance Vault, a cloud-based platform designed to give financial institutions on-demand access to Cornerstone’s exclusive bank and credit union revenue, staffing, spending and customer service benchmarks. “For the past 18 years, Cornerstone Advisors has worked with hundreds of financial institutions......
Springbrook Software Completes Acquisition of BIAS Software
Banking Fintech News

Springbrook Software Completes Acquisition of BIAS Software

Fintech News Desk
by Fintech News Desk0
Acquisition Deepens Springbrook’s Market Leadership in the Pacific Northwest Springbrook, a leading provider of fully integrated, cloud-based ERP and payments software for local governments, announced that it has completed the acquisition of BIAS Software, an innovative Washington-based provider of cloud-based accounting software for local public agencies. This transaction marks Springbrook’s......
Insurity Names Jonathan Victor as Chief Operating Officer, Driving Growth and Enhancing the Customer Experience
Finance Fintech News

Insurity Names Jonathan Victor as Chief Operating Officer, Driving Growth and Enhancing the Customer Experience

Business Wire
by Business Wire0
Jonathan Victor’s leadership will play a pivotal role in advancing Insurity’s vision to provide best-in-class solutions that enable insurers to modernize, scale, and achieve strategic business objectives Insurity, a leading provider of cloud-based software for insurance carriers, brokers, and MGAs, today announced that Jonathan Victor has been named Chief Operating......
Core Banking Industry Veteran Joe Lockwood Joins Open Banking Solutions as CEO
Banking Fintech News

Core Banking Industry Veteran Joe Lockwood Joins Open Banking Solutions as CEO

PR Newswire
by PR Newswire0
Black Dragon Capital has appointed Joe Lockwood as the CEO of Open Banking Solutions, an advanced, cloud-based, core and digital banking solution designed to give community-based financial institutions a competitive edge in the rapidly evolving digital landscape. Mr. Lockwood is a seasoned professional within the core banking industry. His career spans three decades......
Insurity Launches New Spreadsheet API Solution to Enhance Insurance Product Development
InsurTech News

Insurity Launches New Spreadsheet API Solution to Enhance Insurance Product Development

Business Wire
by Business Wire0
Insurity Spreadsheet API is set to modernize the insurance industry by offering a rating platform that integrates seamlessly with existing systems, ensuring faster, more efficient product launches Insurity, the leading provider of cloud-based software and analytics for insurance carriers, brokers, and MGAs, announced the launch of Insurity Spreadsheet API, a......
Insurity Interaction Platform, Powered by Glia, to Transform Digital Engagement for Carriers and MGAs
InsurTech News

Insurity Interaction Platform, Powered by Glia, to Transform Digital Engagement for Carriers and MGAs

Business Wire
by Business Wire0
The Insurity Interaction Platform, powered by Glia, enables insurers to create more revenue opportunities, resolve claims faster, and foster collaboration among underwriters and agents Insurity, the leading provider of cloud software for insurance carriers, brokers, and MGAs, announced the launch of the Insurity Interaction Platform, powered by Glia. This cloud-native......
GTreasury Adds BMO to its ClearConnect Gateway Connectivity Suite
Banking News

GTreasury Adds BMO to its ClearConnect Gateway Connectivity Suite

GlobeNewswire
by GlobeNewswire0
The global API connectivity suite now offers seamless and effortless data connectivity with BMO for both current-day and prior-day balance and transaction reporting  GTreasury, the pioneer and global leader in cloud-based software for the Office of the CFO, announced that its award-winning ClearConnect Gateway—an extensive, out-of-the-box global bank API connectivity suite—has......
Azentio Welcomes Sanjay Singh as New Chief Executive Officer
Banking Finance News

Azentio Welcomes Sanjay Singh as New Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Azentio Software, a Singapore-based software products company owned by funds advised by Apax, is delighted to announce the appointment of Sanjay Singh as its new Chief Executive Officer. This strategic move marks Azentio’s preparation for its next growth phase led by Sanjay, a seasoned executive with over 25 years of experience in high-growth software......
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