Search Results for: fintech firms

Avii, What Their SaaS and Accounting Software Platform
Fintech News

Avii’s New Cost Calculator Shows Accountants Exactly What Their SaaS and Accounting Software Platform Functionality Costs

Fintech News Desk
by Fintech News Desk0
The tool is free and the results confidential, and most accountants and practices are extremely surprised  How do you audit an auditor? It may seem like the price accounting practices are paying for accounting software is an easy answer, but in most cases, the genuine answer may be a giant......
Top Global InsurTech Companies that Are Transforming The Insurance Processes
Featured Fintech InsurTech

A Few Global InsurTech Companies that are Transforming The Insurance Process

Fintech News Desk
by Fintech News Desk0
Whenever a new technology or tech product invades a system, it brings with it massive transformation. And, this is what we have witnessed in the insurance industry as well. The way the entire banking system was taken by storm with the Fintech revolution,  insurance companies too have witnessed their share......
SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Kaufman Hall and Hagerty Consulting Establish a Partnership to Help Healthcare Organizations Navigate and Implement COVID-19 Recovery Strategies
Business Fintech News

Kaufman Hall and Hagerty Consulting Establish a Partnership to Help Healthcare Organizations Navigate and Implement COVID-19 Recovery Strategies

Fintech News Desk
by Fintech News Desk0
Kaufman Hall, a leading provider of healthcare strategic financial planning and other consulting solutions, and Hagerty Consulting, an emergency management and homeland security consulting firm, announced a partnership to help healthcare organizations understand the financial impact of the COVID-19 pandemic and implement disaster cost recovery strategies. This new partnership brings......
Banking Mobile Banking News

Fenergo Launches Remote Account Opening Solution to Accelerate Small Business Emergency Loan Approvals

Fintech News Desk
by Fintech News Desk0
Cloud-based solution aids small businesses in accessing Paycheck Protection Program (PPP) loans guaranteed by the Small Business Administration (SBA), under the US Coronavirus Aid, Relief, and Economic Security (CARES) Act Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, today announces......
Investment Services News Risk Management

ECA Partners Announces Survey on the Impact of the Economic Downturn on Private Equity

Fintech News Desk
by Fintech News Desk0
ECA Partners announced the survey results of over 100 Private Equity (PE) professionals on how the COVID-19 downturn is impacting their strategic priorities. Selected findings include: source: ECA Partners PE investors are, on average, spending 47% of their uninvested funds to strengthening existing portfolio companies, a 7% increase 27% of PE......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Fintech Investment Services News

ATA RiskStation Selects FinMason to Deliver Lipper Data via API

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm, and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with ATA RiskStation, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, to deliver the Refintiv Lipper Global Data Feed via their proprietary API. Read......
Botkeeper Welcomes Boston Based Intellistack Into Partner Ecosystem
Business Fintech News

Botkeeper Welcomes Boston Based Intellistack Into Partner Ecosystem

Fintech News Desk
by Fintech News Desk0
IntelliStack announces that it has now joined the Botkeeper Partner Program Ecosystem. Botkeeper, a leading automated bookkeeping solution, works hand-in-hand with Accounting Firms to help grow their business, improve margins, and deliver better service to their clients by augmenting manual and tedious bookkeeping work. Clients benefit from superior software, improved......
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......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
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