Search Results for: fintech firm

Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Ryan Promotes Eight to Principal in Three Practice Areas
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced it has promoted eight individuals to the leadership role of Principal: Michael Abbatemarco, Property Tax Commercial Landon Julius, Sales and Use Tax John Minogue, Property Tax Commercial Teresa Sharp, Property Tax Commercial Vance Shull, Property Tax Commercial Jamie Sieffert, Property Tax Commercial Samuel Tae, International Income Tax......
GTreasury Accelerates Growth Through Market-Leading Innovation, Unparalleled Customer Success, and Executive Expansion
Banking News

GTreasury Accelerates Growth Through Market-Leading Innovation, Unparalleled Customer Success, and Executive Expansion

Fintech News Desk
by Fintech News Desk0
2019 Sees Record Number of Industry Accolades; 2020 Plans Include Adding New Cash Forecasting Capabilities to Gtreasury’s Digital Treasury Management System GTreasury, a digital treasury management platform provider, announced key highlights from 2019 and plans for 2020. “2019 was a record-setting year for GTreasury, with unprecedented growth and the largest number......
Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports
Blockchain News

Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports

Fintech News Desk
by Fintech News Desk0
Lukka, a blockchain-native technology company, has become the first software provider in the crypto asset ecosystem to receive both Service Organization Control (SOC) 1 Type 2 and SOC 2 Type 2 attestation reports. Lukka’s SOC reports were delivered in January 2020 and cover testing periods in 2019. The reports were......
RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020
Business News

RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020

Fintech News Desk
by Fintech News Desk0
John M. Schobel Will Present on the Topic of Driving Efficiency and Effectiveness in Branch Exams and Field Audits. RegEd, the leading provider of compliance technology solutions to broker-dealers and other financial services firms, is pleased to announce its participation in the Financial Services Institute (FSI) OneVoice conference in San......
H&R Block Study Reveals Majority of Small Business Owners Need Personal Advice to Recover from Pandemic
News

H&R Block Named one of the “Best Places to Work for LGBTQ Equality”

Fintech News Desk
by Fintech News Desk0
H&R Block receives 100% score on Corporate Equality Index and CEO Jeff Jones signs CEO pledge on diversity and inclusion H&R Block earned 100% in the Human Rights Campaign’s 2020 Corporate Equality Index. For its perfect score, the company also was recognized as one of HRC’s “Best Places to Work......
With Prima P&C 9.6, Prima Solutions further enhances the functionality and technology of its policy and claims management platform
InsurTech News

Prima Solutions Unveils Its New Brand Identity

Fintech News Desk
by Fintech News Desk0
This New Identity Comes Alongside Corporate Developments and Affirms the Group’s Commitment to Helping Insurance Companies Go Digital More Quickly. Prima Solutions, the leading French insurtech group for insurance and reinsurance professionals, unveiled its new brand identity. Home to a range of specialized solutions for insurance and reinsurance, the group......
Digital Experience Drives Advisor Engagement, SS&C Report Finds
Business News

Digital Experience Drives Advisor Engagement, SS&C Report Finds

Fintech News Desk
by Fintech News Desk0
Latest Research Names Fidelity Top Digital Engagement Leader SS&C Technologies Holdings, Inc. released its annual research on the digital behaviors and expectations of financial advisors. The report identifies critical areas where asset managers can improve advisors’ digital experience and provides industry examples of best practices. The study also found that......
Temenos’ SaaS Digital Banking Offering Helps US Digital Banks Go Live in 90 Days
Banking Featured Fintech Fintech Startups Insights News Risk Management

Temenos’ SaaS Digital Banking Offering Helps US Digital Banks Go Live in 90 Days

Abhishek Upadhyay
by Abhishek Upadhyay12
Temenos, a leading company that offers a cloud-based platform to provide the banking sector with fund, wealth, and lifecycle management solutions, launched a front-to-back banking SaaS specifically crafted for the US market standards. This unique offering by the banking software firm has pre-integrated U.S. banking products and services that are......
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