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Wolters Kluwer Adds Over 250 Innovative Enhancements To Its Cloud-Based CCH Axcess™ Client Collaboration Expert Solution
Business Fintech News

Wolters Kluwer Adds Over 250 Innovative Enhancements To Its Cloud-Based CCH Axcess™ Client Collaboration Expert Solution

Fintech News Desk
by Fintech News Desk0
Today, Wolters Kluwer Tax & Accounting announced that it’s introducing over 250 innovative new features to its award-winning, cloud-based CCH Axcess™ Client Collaboration expert solution for Tax Year 2020. The upcoming release includes several new features designed specifically to enable frictionless collaboration between firms and their clients. With a fully integrated 8879 eSign process,......
Notarize Partners with Adobe to Deliver a Seamless Experience for the "Last Mile" of Digitally Signing and Notarizing Documents
Business Fintech News

Notarize Partners with Adobe to Deliver a Seamless Experience for the “Last Mile” of Digitally Signing and Notarizing Documents

Fintech News Desk
by Fintech News Desk0
Notarize, the pioneer and market leader in Remote Online Notarization (RON), announced a partnership with Adobe to integrate the ability to securely and digitally notarize documents 24/7 with Adobe Sign, the market-leading e-signature solution in Adobe Document Cloud. Read More: GlobalFintechSeries Interview with David R. Smith, Chief Executive Officer &......
FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution
Fintech News

FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution

Fintech News Desk
by Fintech News Desk0
The Proprietary Platform Enables Customizable Access to Annuities for Any Enterprise or Partner FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, announced the launch of its proprietary platform, FIDx Protection Intelligence. The launch enables direct integration for any distribution entity to offer access......
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BNY Mellon Treasury Services’ Digital Strategy Addresses the Evolving Needs of Clients and Offers a Road-Map for Their Future Success

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Paul Camp Cites Innovation, Digitization and Automation as the Key Elements of Delivering a Better Customer Experience BNY Mellon‘s digital strategy continues to reshape the Treasury Services industry through the development of its growing suite of solutions and services, to support its clients’ evolving needs. Innovation is taking......
B2C Business Fintech News

Summitas Wins Private Asset Management’s 2020 “Best Document/Content Management Service or Tool” Award

Fintech News Desk
by Fintech News Desk0
Innovative client portals provide a unique set of tools for secure collaboration  Summitas, an innovative platform for secure, online client portals for family offices, wealth advisors, and other client-facing businesses has been named “Best Document/Content Management Service or Tool” by Private Asset Management magazine (PAM) at the 2020 PAM Awards. As the leading industry publication,......
CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
by Fintech News Desk0
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
AIX and Great Lakes Fund Solutions Announce Integration
Fintech Fintech Funding Investment Services News

AIX and Great Lakes Fund Solutions Announce Integration

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives, announced an integration with fund administrator and leading technology provider Great Lakes Fund Solutions, Inc. (Great Lakes). Read More: GlobalFintechSeries Interview with Gerard Griffin, CEO at AnyDay The relationship aims to address......
Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals
Fintech InsurTech News

iPipeline Acquires WELIS

Fintech News Desk
by Fintech News Desk0
Acquisition Expands Life Insurance Illustration System Offerings with PAS+ Integration for Insurers in the US iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced it has acquired WELIS, a premier provider of life insurance illustration systems to carriers in......
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