Search Results for: financial services

Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment
Business Fintech News

Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment

Fintech News Desk
by Fintech News Desk0
Skience, a leading wealth management services and solution provider, announced the delivery of a new release of the firm’s award-winning wealth management platform that provides advanced technology capabilities that allow wealth management firms, financial advisors, and investors to collaborate more efficiently in a secure digital environment. Read More: Kensho Collaborates......
Banking Featured Fintech

New-age Invoicing Software for your B2B Requirements

Fintech News Desk
by Fintech News Desk0
A good invoicing software can help automate the process of sending and creating invoices and receiving payments from vendors a company is dealing with. Investing in an end to end invoicing software can enable a company to send several invoices simultaneously and keep a track of receivables easily. It helps......
AICPA and CPA.com Launch OnPoint EBP on CaseWare Cloud Platform
Fintech News

AICPA and CPA.com Launch OnPoint EBP on CaseWare Cloud Platform

Fintech News Desk
by Fintech News Desk0
The American Institute of CPAs (AICPA), CPA.com and CaseWare International Inc. today announced the launch of OnPoint EBP, a cloud solution designed to facilitate the efficient and effective performance of “limited scope” employee benefit plan audits. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News Trading

LEX Selects Nasdaq to Power Groundbreaking Commercial Real Estate Securities Trading Platform

Fintech News Desk
by Fintech News Desk0
LEX, the leading commercial real estate securities marketplace that enables accredited and unaccredited investors to invest in individual properties, announced it has partnered with Nasdaq to power its trading platform. LEX will leverage the cloud matching service via the Nasdaq Marketplace Services Platform to provide the same robust, low latency......
Bank of America Corporate, Commercial and Business Banking Contact Centers Earn J.D. Power Certification for the 11th Consecutive Year
Banking Fintech News

Bank of America Corporate, Commercial and Business Banking Contact Centers Earn J.D. Power Certification for the 11th Consecutive Year

Fintech News Desk
by Fintech News Desk0
For the 11th consecutive year, the J.D. Power Certified Customer Service Program has recognized Bank of America’s Corporate, Commercial and Business Banking contact centers, which include card servicing, for providing “An Outstanding Customer Service Experience.” Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay “Congratulations to the entire......
Great Valley Advisor Group Adds Bernicke Wealth Management
Fintech Investment Services News

Great Valley Advisor Group Adds Bernicke Wealth Management

Fintech News Desk
by Fintech News Desk0
The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
The London Metal Exchange Selects Itiviti for Automated Client Onboarding as Part of Trading Infrastructure Overhaul
Fintech News Trading

Itiviti’s Tbricks Automated Trading Solution Recognized as Best Trading Solution for Listed Securities (Equities/Derivatives)

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology, and service provider to financial institutions worldwide, announced the Tbricks automated trading solution has won “Best Trading Solution for Listed Securities (Equities/Derivatives)” at the prestigious TradingTech Insight USA Awards. The awards recognize excellence in trading solutions and services for capital markets and focus on vendors and consultancies......
E-Payment Adoption, Supplier Enrollment Hit Record Highs in the AvidPay Network
Currency Exchange Fintech News Risk Management

E-Payment Adoption, Supplier Enrollment Hit Record Highs in the AvidPay Network

Fintech News Desk
by Fintech News Desk0
AvidXchange protects suppliers from fraud with new security features AvidXchange, the leading provider of accounts payable (AP) and payment automation solutions for the middle market, is experiencing record high e-payment adoption rates in the AvidPay Network as businesses look to pay bills remotely and reduce their reliance on shipping and mailing services.......
Sequire Shows Significant Revenue Growth, Platform Exceeds 500,000 Investors and Traders
Fintech Investment Services News

Sequire Shows Significant Revenue Growth, Platform Exceeds 500,000 Investors and Traders

Fintech News Desk
by Fintech News Desk0
SRAX, a digital marketing and consumer data management technology company, announced its investor intelligence and communications platform, Sequire, has surpassed 500,000 active investors and traders while sales have exceeded $2.5M in Q2 2020. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing Coronavirus Crisis $SRAX Sequire......
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