Search Results for: fintech firms

AbacusNext Announces AbacusLaw and HotDocs Integration
Business News

AbacusNext Announces AbacusLaw and HotDocs Integration

Fintech News Desk
by Fintech News Desk0
Integration Now Available to Give Firms the Ability to Automatically Assemble Error-Free Documents, Marking a First-Time Integration Between the Company’s Flagship Products AbacusNext, a leading technology provider for legal, accounting and compliance-focused professionals, announced the company has launched the integration between HotDocs and AbacusLaw. The integration, which was originally previewed......
Wolters Kluwer Launches New Solution for All US Banks and Credit Unions to Facilitate SBA Program - Paycheck Protection Program Supported by TSoftPlus
InsurTech News

Rokk3r Insurtech Inks Partnership with Insurance SaaS Leader Genasys

Fintech News Desk
by Fintech News Desk0
Firms Will Join Forces to Market Innovative Insurtech Solutions to New Target Markets Around the World Rokk3r , the multinational company cobuilder is pleased to announce that its insurance-technology division, Rokk3r Insurtech, has reached an agreement to partner with insurance Software-as-a-Service provider Genasys to market the company’s services to new......
FinancialForce Increases Productivity for Five9, Resulting in Millions in Added Revenue
Fintech News

FinancialForce Top Ranked Professional Services Automation Solution in SPI Research Annual Survey

Fintech News Desk
by Fintech News Desk0
Four FinancialForce Customers and Partners Selected as “Best-of-the-Best” Professional Services Organizations FinancialForce, the #1 Enterprise Professional Services Automation (PSA) and only customer-centric  ERP cloud solution native to the Salesforce Platform, has once again been recognized as the most adopted PSA solution in the thirteenth annual PS Maturity™ Benchmark published by SPI Research,......
RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference
Business Fintech News

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the release of an open API for its MyRIACompliance tool. The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego. RIA in a......
Grapevine6 and The Rudin Group Combine AI-Fueled Technology and Content Strategy to Unlock the Power of Social Media for Financial Advisors
Business Fintech News

Grapevine6 and The Rudin Group Combine AI-Fueled Technology and Content Strategy to Unlock the Power of Social Media for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Influencer April Rudin to Make Guest Appearance at Grapevine6 Reception Grapevine6, a patented social and digital sales engagement platform, announces its partnership with April Rudin and her firm, The Rudin Group, a wealth marketing firm serving the global wealth ecosystem since 2008. The Rudin Group creates differentiated messaging and content......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech Fintech Radar Fintech Startups Investment Services News

Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
by Abhishek Upadhyay0
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
Insubuy, Inc., Launches Cutting-Edge OmniSecure API
Business InsurTech News

Insubuy, Inc., Launches Cutting-Edge OmniSecure API

Fintech News Desk
by Fintech News Desk0
Consolidated API Offers Seamless Integration of Insurance Products into Existing Websites Global InsureTech company Insubuy, Inc., proudly announces the launch of its revolutionary new OmniSecure API. OmniSecure is a Global Distribution System (GDS) API that allows Insubuy’s sub-agents to painlessly integrate travel medical insurance products from various insurance companies into......
CIAB Picks ExdionPOD as a Top Insurtech Solution for Helping Brokers Automate Policy Checking and Issuance
InsurTech News

CIAB Picks ExdionPOD as a Top Insurtech Solution for Helping Brokers Automate Policy Checking and Issuance

Fintech News Desk
by Fintech News Desk0
ExdionPOD has been recognized by The Council of Insurance Agents & Brokers (CIAB) as one of the top 16 Insurtech solutions to watch in the category of platform and tools that automate the application, renewal and documentation process for brokers and their clients. ExdionPOD is an AI powered comprehensive platform......
n2uitive Secures $1.3 Million in Funding to Fuel Growth in InsurTech Market
Business Fintech News

n2uitive Secures $1.3 Million in Funding to Fuel Growth in InsurTech Market

Fintech News Desk
by Fintech News Desk0
Growth Capital from Cascade Seed Fund to Drive Expansion of SaaS-Based Claims Interview Workflow and Intelligence Platform  n2uitive, the leading claims interview and recorded statement management platform for auto, home, and workers compensation insurers, announced $1.3 million in funding led by Cascade Seed Fund, headquartered in Bend, OR. The investment will be used......
Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform
Banking Fintech News

Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform

Fintech News Desk
by Fintech News Desk0
-Beyond Bi-Directional Syncing, Avii Provides Accountants Using Avii Workspace for Tax, Audit and Advisory the Ability to Edit OneDrive Documents Directly from the Cloud- Accounting practitioners who use Microsoft’s OneDrive  document sharing and storage solution in conjunction with the Avii Workspace unified SaaS platform have yet another reason to cheer. Avii......
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