Search Results for: financial planning

Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Northern Trust Deploys Artificial Intelligence for Currency Management Using Advanced Machine Learning
Banking Fintech News

Northern Trust Names New EMEA Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Alison Pain to Provide Leadership and Guidance of Northern Trust’s Enterprise Technology Business in EMEA Northern Trust has named Alison Pain as chief technology officer (CTO) for the Europe, Middle East, Africa (EMEA) region. From her London base, Pain will focus on providing leadership and guidance to the planning, organization, direction......
Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched "Botkeeper CPA Love" Plan
Business Fintech News

Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched “Botkeeper CPA Love” Plan

Fintech News Desk
by Fintech News Desk0
Automated bookkeeping leader, Botkeeper, announced Monday that in an effort to help CPA firms fight the economic impact of COVID-19,  it will be offering 2 months of free bookkeeping services.  Named the “Botkeeper CPA Love” initiative, new clients signing on for standard Botkeeper agreements, along with any renewals, are eligible for......
Fidelity's eMoney Advisor Rolls Out First Mobile App
Business Fintech News

eMoney Advisor Launches Personalized Onboarding Experience for New Users

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training and coaching services. Available now to all new eMoney clients, the Getting Started Program provides personalized onboarding with strategically aligned training......
Revionics Marketing Team Continues Growth With Addition of Product & Customer Marketing Lead
Business Capital Markets Fintech News

Revionics Marketing Team Continues Growth With Addition of Product & Customer Marketing Lead

Fintech News Desk
by Fintech News Desk0
With more than two decades of experience in technology go-to-market strategy and planning, Suzy Meriwether joins core team driving new business growth and customer support Revionics, a provider of retail pricing, promotions, markdowns and advanced analytics solutions, announced the hiring of Suzy Meriwether as director of product marketing. Meriwether is......
New Stifel Survey Examines Impact of COVID-19 on Global Technology Community
Fintech News

New Stifel Survey Examines Impact of COVID-19 on Global Technology Community

Fintech News Desk
by Fintech News Desk0
A new Stifel Financial Corp. survey of nearly 300 technology executives, entrepreneurs, and private equity (PE) and venture capital (VC) investors finds most expect the COVID-19 crisis to have a lengthy impact on business operations, leading to a U-shaped economic recession. At the same time, the survey indicates that a......
CNX Resources Implements Quorum Software to Drive Operational Efficiency
Fintech News

CNX Resources Implements Quorum Software to Drive Operational Efficiency

Fintech News Desk
by Fintech News Desk0
Company replaces legacy production and revenue accounting with purpose-built oil and gas software in 9 months Quorum Software (Quorum), the leader in digital transformation for the Oil and Gas industry, announced that CNX Resources Corporation (CNX), one of the largest independent natural gas exploration, development and production companies, has implemented Quorum’s revenue......
Capital Markets Fintech Investment Services News

LINQTO Presents Virtual Investor Conference, Digital Opportunities Amid COVID-19

Fintech News Desk
by Fintech News Desk0
Virtual event gathering investors and founders to trade in real-time on a mobile app Linqto, a leader in liquidity for the private sector, is proud to present the inaugural Virtual Investor Conference on April 29, 2020, from 8 am – 5 pm PT. Utilizing their virtual platform, Keiretsu Connect, they are doing their part during......
Fintech News

MineralTree Simplifies Remote Work for Finance Teams With Expanded ERP Integrations for AP Automation

Fintech News Desk
by Fintech News Desk0
New ERP integration capabilities dramatically increase availability to mid-market businesses struggling with work-from-home guidelines MineralTree, a market-leading Accounts Payable (AP) and Payment Automation solution provider, today announced the expansion of its integration capabilities to help more middle-market businesses automate their AP processes. The new capability adds hundreds of accounting and Enterprise Resource Planning......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Migrates to Coordinated Product Launch Cycles

Fintech News Desk
by Fintech News Desk0
Release 20a Includes New Developer Portal and Upgrades to Multiple APIs, Adopting Best Practices Utilized by the Technology Industry Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of the Apex 20a (March 2020) Platform, the first implementation of its newly established......
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