Search Results for: fintech firms

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......
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......
Canalyst Secures Series B Funding to Accelerate Market Expansion
Fintech News

Canalyst Secures Series B Funding to Accelerate Market Expansion

Fintech News Desk
by Fintech News Desk0
Financial Technology Firm Raises Additional Financing, Marking Its Success as an Efficiency Solution for Institutional Investors Amid Industry Compression Canalyst, the leading independent provider of fundamental models to institutional investors, announced that it has closed a $20 million Series B financing. The round was led by a strategic investor with participation......
Wisealpha Shortlisted for Industry-Leading Banking Awards
Investment Services News

Wisealpha Shortlisted for Industry-Leading Banking Awards

Fintech News Desk
by Fintech News Desk2
WiseAlpha has been recognised as a leading investment provider for its bond market offering with the announcement of the British Bank Awards 2020 shortlist WiseAlpha has previously won the category ‘Best Investments Provider’ at the awards two years in a row and is nominated once again. Rezaah Ahmad, the founder......
Billtrust Honored as One of Built In Colorado's 2020 Best Places to Work
Business Fintech News

Billtrust Honored as One of Built In Colorado’s 2020 Best Places to Work

Fintech News Desk
by Fintech News Desk0
Billtrust Also Receives Best Paying Companies and Best Benefits Designations Billtrust, the leader in B2B order-to-cash solutions, announced that it was included on Built In Colorado’s 2020 list of Best Places to Work. Billtrust also received Best Paying Companies and Best Benefits designations. Companies are selected based on data submitted by both......
EY TaxChat Enters Global Consumer Market for Personal Tax Filing
Banking Fintech News

EY TaxChat Enters Global Consumer Market for Personal Tax Filing

Fintech News Desk
by Fintech News Desk0
EY announces EY TaxChat, the first direct-to-consumer EY tax service, which will be available to individual taxpayers in several countries around the world. An on-demand mobile tax preparation service, EY TaxChat offers personalized service from a licensed EY professional who will prepare and file tax returns on the taxpayer’s behalf.......
World FinTech Report 2020: FinTech Collaboration Is Even More Essential Now for Banks to Achieve Customer-Centricity
Fintech Radar News

Capgemini and Efma launch Financial NewTech Challenge 2020

Fintech News Desk
by Fintech News Desk0
Annual Competition Showcasing the Best Financial Newtechs and Collaborative Projects in the Financial Services Industry Capgemini and Efma launched the Financial NewTech Challenge 2020, powered by FinTechVisor, which offers an opportunity for NewTechs and financial institutions to showcase their collaborative business solutions to an elite panel of experts and industry influencers. Financial......
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