Search Results for: financial planning

Fintech News

LendingUSA™ Partners With Funeralocity.com to Bring More Transparency to Funeral Service Options

Fintech News Desk
by Fintech News Desk0
LendingUSA comes together with platform to provide transparency on funeral costs and payment options  LendingUSA, a leading point-of-sale financing solution, has partnered with Funeralocity.com, a platform dedicated to connecting families with funeral providers who best match their needs. In addition to providing up-to-date pricing information, families will now have more transparency......
Business Fintech News

BigTime Software Announces New Integration with Sage Intacct

Fintech News Desk
by Fintech News Desk0
The integration will allow BigTime clients to synchronize their projects, employees, financials, and accounting data seamlessly BigTime Software, a leading provider of cloud-based software for professional services firms, announced today its integration with Sage Intacct, a leading cloud financial management system. Through the integration, BigTime clients will be able to......
Jefferies Group Implements Behavox Compliance Solution to Enhance Speed, Agility of Global Risk Management Operations
Artificial Intelligence Banking Fintech Investment Services News

Jefferies Group Implements Behavox Compliance Solution to Enhance Speed, Agility of Global Risk Management Operations

Fintech News Desk
by Fintech News Desk0
Behavox, which provides the world’s only AI-based data operating platform that enables enterprises to aggregate, analyze, and act on their entire organization’s data, announced that Jefferies Group LLC, the world’s largest independent full-service global investment banking firm headquartered in the United States, has adopted and successfully implemented Behavox’s compliance solution......
RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime
Fintech Investment Services Mobile Banking News

RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced the launch of its new mobile application, designed to empower registered investment advisors (RIAs) to manage compliance planning and training in the palm of their hand. Advisors using the app will......
Banking Business Fintech News

Regal Software Introduces RegalPay, a Bank-Branded Automated Payables Solution for Corporate Customers

Fintech News Desk
by Fintech News Desk0
Regal Software’s new AP integration solution enables banks and issuers to instantly offer a corporate virtual program for its corporate customers.  Regal Software, a leader in the corporate electronics payment technology industry, has announced the launch of RegalPay, a cloud-based, ERP-integrate solution for B2B payments. The software provides regional and......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Business Fintech News

Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap. Read More: Equifax Launches Innovative New Solutions......
Cryptocurrency Investment Services News

AltoIRA Names Tara Fung Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Alternative investment IRA platform adds financial technology leader as growth rate jumps five times AltoIRA, a technology platform that simplifies and streamlines the process for investors to add alternative assets to their IRAs, announced today that Tara Fung has joined the company as Chief Commercial Officer. The appointment comes as AltoIRA expands......
iDenfy and Coincurve Join Hands to Offer Virtual Currency Customers a Convenient KYC Compliance Process
Fintech News

iDenfy and Coincurve Join Hands to Offer Virtual Currency Customers a Convenient KYC Compliance Process

Fintech News Desk
by Fintech News Desk0
iDenfy, one of the reputable identity verification companies of Lithuania, and Coincurve , a wholly-owned subsidiary of the Canadian publicly traded company, Interlapse Technologies Corp., form a partnership to help virtual currency investors get a frictionless experience when complying with the KYC process. Top Globalfintechseries.com Insights: Swan Bitcoin Raises $6 Million in Series......
Artificial Intelligence

More Than 50% of Debt Collection Agencies Thrived Under COVID-19

Fintech News Desk
by Fintech News Desk0
Over half the collection agencies surveyed not only thrived during the pandemic, but actually outperformed their pre-pandemic metrics in a nationwide survey conducted by Prodigal Technologies, Inc. Prodigal, a debt collection AI software company, surveyed accounts receivable management (ARM) agencies about the impact of the coronavirus pandemic on their collections......
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