Search Results for: document management

Capitalab Connects to LCH SwapAgent to Enhance Margin Optimisation Services
Fintech News

BGC Partners Provides Operational and Outlook Update

Fintech News Desk
by Fintech News Desk0
Provides Additional Information with Respect to Its Cash Position and Dividend Policy BGC Partners, (“BGC Partners” or “BGC” or the “Company”), a leading global brokerage and financial technology company, provided an update on its operations, financial results, and other relevant financial information. Read More: Simple Announces Launch of Tax Refund Feature......
Innovative New Time-Saving Workflow Tools for Tax Practitioners Now Available From Bloomberg Tax & Accounting
Fintech News

Innovative New Time-Saving Workflow Tools for Tax Practitioners Now Available From Bloomberg Tax & Accounting

Fintech News Desk
by Fintech News Desk0
Bloomberg Tax & Accounting announced the release of a new set of workflow tools designed to help practitioners save time by getting them to the information they need faster. For more information and to schedule a demo, visit http://onb-tax.com/D9a850yWmBJ. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in......
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......
Certent Empowers Financial Reporting Centers of Excellence With Certent 365
Fintech News

Certent Customers Set a New Standard for Reports Filed With the SEC

Fintech News Desk
by Fintech News Desk0
Certent Disclosure Management’s new HD Reporting(SM) feature to provide investors with innovative and easier-to-read filings Certent, a leading provider of software-as-a-service solutions for financial disclosure management and equity compensation, announced that the first wave of its customers have used Certent’s High Definition (HD) Reporting and become the first organizations to......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech News

Truelytics Offers up Its New Emergency Continuity Solution (TrueContinuity) Free of Charge to Current Customers to Help Alleviate Client Anxiety Due to the COVID-19 Outbreak

Fintech News Desk
by Fintech News Desk0
Truelytics, a B-to-B Enterprise SaaS company serving the wealth management industry, announced that it is inviting its independent broker-dealers, RIAs, and individual financial advisors to access the firm’s emergency continuity solution, TrueContinuity, free of charge to existing enterprise clients, and a greatly reduced rate to new clients, for the remainder......
Here to Help: Formations Comes out of Stealth to Help Full-Time Self-Employed Maximize Their Financial Gains
Fintech Fintech Startups News

Here to Help: Formations Comes out of Stealth to Help Full-Time Self-Employed Maximize Their Financial Gains

Fintech News Desk
by Fintech News Desk0
The Kirkland-Based Fintech Startup Embraces the Latest Cloud-Accounting Technology, Find Opportunities Financial Decisions That Can Add Up to $20,000 to Users’ Annual Net Income Formations, an early-stage FinTech startup, announced that it’s coming out of stealth to offer full-time self-employed a complete financial management solution to maximize the financial potential......
Three Trends Defining Finance for 2020
Fintech Guest Posts

Three Trends Defining Finance for 2020

Scott Stern
by Scott Stern0
Not quite a full quarter into the new year and we’re already seeing a tumultuous 2020 that is causing businesses around the world to rethink strategy and direction. Amid current volatile changes, we are seeing a number of trends emerge that can significantly impact both your finance team and organization......
AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Procede Software and Nvoicepay Partner to Enhance Payment Automation
Fintech Fintech Radar Fintech Startups News

Procede Software and Nvoicepay Partner to Enhance Payment Automation

Fintech News Desk
by Fintech News Desk0
New Certified Partner integration offers customers an automated and efficient way to pay supplier invoices Leading heavy-duty and commercial vehicle dealer management system (DMS) and solutions provider, Procede Software, recently announced their partnership with Nvoicepay, an industry leader in payment automation solutions. Nvoicepay transforms the way dealerships make payments, enabling accounts......
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