Search Results for: cloud-based

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
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......
Cloud9 and GreenKey Partner to Enable Next-Gen Voice Trading
News Trading

Cloud9 and GreenKey Partner to Enable Next-Gen Voice Trading

Fintech News Desk
by Fintech News Desk0
Cloud9 Technologies (“Cloud9”), a leader in cloud-based communications, and GreenKey Technologies (“GK”), a leader in AI-powered conversational analytics, have teamed up to provide the institutional marketplace with an innovative solution that will enable a more efficient and secure extraction of voice trading data. The collaboration will leverage Cloud9’s C9 Trader......
Clients Applaud BPM’s Accounting Technology Solutions Services
Fintech News

Clients Applaud BPM’s Accounting Technology Solutions Services

Fintech News Desk
by Fintech News Desk0
Firm Receives Coveted Sage Intacct Partner of the Quarter Award in Q1 BPM, one of the 50 largest public accounting and advisory firms in the country, has been recognized as Sage Intacct’s Partner of the Quarter by the accounting software company. The Firm won the award in Q1 2020 after......
Alfresco and Tech Mahindra Introduce Four Jointly Developed AI/IoT Solutions for Insurance Companies
Business News

Alfresco and Tech Mahindra Introduce Four Jointly Developed AI/IoT Solutions for Insurance Companies

Fintech News Desk
by Fintech News Desk3
Alfresco Software, an open source content, process and governance software company, and Tech Mahindra, a leading provider of digital transformation, consulting and re-engineering services and solutions, announced collaboration on four jointly-developed, transformative insurance solutions. The collaboration combines Tech Mahindra’s insurance expertise and experience in the insurance industry with Alfresco’s powerful Digital......
Ellie Mae Announces Virtual Experience 2020
Banking News

2019 Concludes With Interest Rates And Purchase Percentages On The Rise According To December Ellie Mae Origination Insight Report

Fintech News Desk
by Fintech News Desk0
According to the December Origination Insight Report from Ellie Mae, the leading cloud-based platform provider for the mortgage finance industry, interest rates rose again in December to 3.99 percent, up from 3.97 percent in November and the 2019 low of 3.93 percent in September. This is coupled with the increase in purchase loans,......
BMO Financial Group to Acquire Clearpool Group Inc.
Business News

BMO Financial Group to Acquire Clearpool Group Inc.

Fintech News Desk
by Fintech News Desk5
Fintech acquisition delivers modern, cloud-based electronic trading platform with visual data analytics and customizable algorithmic strategies Emphasizes BMO’s priorities to provide innovative technology to clients and expand in areas of opportunity and strength BMO Financial Group announced that it has entered into a definitive agreement to acquire Clearpool Group Inc.,......
Tulip Partners with Avalara to Automate Tax Compliance
Business Fintech News

Tulip Partners with Avalara to Automate Tax Compliance

Fintech News Desk
by Fintech News Desk1
Tulip, the leader in store associate cloud-based mobile solutions, announced it has partnered with Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes , to offer AvaTax to its customers. Avalara’s “Certified for AvaTax” program features integrations that perform at the highest level, providing......
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......
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