Search Results for: firms

Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors
Capital Markets Fintech News Trading

Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional announced the launch of Fidelity Bond BeaconSM, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual fixed income investing for their clients. This solution brings together a range of features that advisors seek in building and managing fixed income portfolios. Bond......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Fintech News

Wolters Kluwer CCH Axcess™ With Quick Start Helps Small Accounting Firms Embrace the Cloud

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that it is extending the benefits of its award-winning CCH Axcess™ cloud-based tax preparation, compliance, and workflow management platform to smaller accounting firms with the introduction of CCH Axcess™ With Quick Start. Offering self‑service setup and self‑paced training, it allows smaller firms to get started quickly at their......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
News

Avoiding the 17a-4 Quagmire – AdvisorVault’s Guide for Small FINRA Firms

Fintech News Desk
by Fintech News Desk0
Despite all the confusion today, there are a few basic things AdvisorVault has learned over the years about 17a-4 that will help keep costs as low as possible yet reduce the risk for small FINRA firms. AdvisorVault, the experts on solving the data archiving demands of SEC rule 17a-4, announces a......
Unanet A/E Releases New Features to Help Architecture & Engineering Firms Drive Sales Efficiency, Accounting
Fintech Investment Services News

Unanet A/E Releases New Features to Help Architecture & Engineering Firms Drive Sales Efficiency, Accounting

Fintech News Desk
by Fintech News Desk0
Unanet A/E powered by Clearview, the flexible project-based ERP software purpose-built for the architecture and engineering (A/E) industries, released several new features that help A/E firms improve HR, Accounting, and Sales processes. Today’s release further demonstrates Unanet’s commitment to investing and enhancing Unanet A/E so customers can drive efficiency in......
Financial Data Exchange Launches FDX API 4.2 - Now the Most Comprehensive Tax Information API in the United States
Fintech News

Leading Canadian Financial Services Firms Moving to Adopt the FDX Technical Standards for Secure Financial Data Sharing

Fintech News Desk
by Fintech News Desk0
Financial Data Exchange Launches in Canada Financial Data Exchange, LLC (FDX) has officially launched in Canada, with 31 organizations leading the country’s financial services ecosystem in joining FDX and taking part in its mission to develop a secure, common, interoperable, flexible and royalty-free industry standard for financial data sharing. Read More: Strider......
In Law Firms and Accounting, Business Development and Marketing Take Hardest Hit from COVID-19, According to Global LexisNexis InterAction Survey
Business News Risk Management

Soluno and LawPay Partnership Streamlines Accounting and Payments for Law Firms

Fintech News Desk
by Fintech News Desk0
New payments integration debuts today for savvy attorneys Soluno, one of the fastest-growing legal accounting products in the industry, recently launched its full integration with LawPay, the leader in online legal payments. Together, these cloud-based products create a single solution which allows law firms of all sizes to run more efficiently, easily......
Business Fintech News

Remote Working is a Permanent Reality for Law Firms, Finds ALA Change Management Poll and Expert Webinar Panel

Fintech News Desk
by Fintech News Desk0
Flexibility, Workflow Management, and Performance Tracking Will Be Essential for Legal Practices Managing in the New Normal In response to the pandemic, law firms have been faced with many challenges including the pivot to a new more technology-driven work-from-home (WFH) model seemingly overnight. But are these changes temporary or permanent,......
Venture Capital and Private Equity Legal Leaders Pressured to Cut Costs Due to Deal Volume Dips and Rise of Procurement, Says Apperio Study
Fintech Funding Investment Services News

Private Equity Firms Feel Pressure to Scrutinize Legal Spend More Closely as M&A and Fundraising Declines, Says New Apperio Study

Fintech News Desk
by Fintech News Desk0
In-House Counsel Must Track, Analyze and Reduce Cost of Outside Legal Services to Weather Hard Times Ahead Private Equity (PE) firms in the U.S. and UK spend many millions of dollars on legal services annually, but they are scrutinizing their external legal spend like never before, according to a new Apperio research......
SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing
Banking Fintech News

Latest SRM Survey Confirms Forward Push in Digital and Payment Activity

Fintech News Desk
by Fintech News Desk0
Survey captures financial institutions’ matured responses, consumer payment patterns in a prolonged pandemic environment SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, has conducted its second diverse sampling among banks and credit unions to evaluate their ongoing response to the effects of COVID-19 in the United States,......
Banking Fintech Mobile Banking News Risk Management

As Social Distancing Drives Rapid Migration to Digital Platforms, New Research Confirms the Importance of a Secure, Easy Onboarding Experience

Fintech News Desk
by Fintech News Desk2
IDology’s Third Annual Consumer Digital Identity Study captures timely insights on how Americans view identity, digital account opening and fraud In the last six months, an astounding number of consumers have migrated their everyday activities and transactions to online and mobile platforms out of necessity. As digitization accelerates, new research......
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