Search Results for: investment advisor

BlackLine Acquires Rimilia to Add AI-Powered Accounts Receivable Automation To Modern Accounting Platform
Fintech News

BlackLine Unveils ‘Resource Hub for Closing Virtually’ to Guide Remote Finance and Accounting Teams During Financial Close

Fintech News Desk
by Fintech News Desk0
Content portal to provide insight, guidance and leading practices to Finance & Accounting professionals worldwide as they navigate new challenges amid coronavirus pandemic  BlackLine, has created a ‘Resource Hub for Closing Virtually’ to help Finance & Accounting (F&A) professionals navigate new and unprecedented challenges in light of the coronavirus pandemic, as many......
RSM Selects Lukka as Preferred Provider for Crypto Tax Software Solutions
Blockchain Fintech News

RSM Selects Lukka as Preferred Provider for Crypto Tax Software Solutions

Fintech News Desk
by Fintech News Desk0
Lukka, a blockchain-native software and data services company, has been selected by RSM US LLP (“RSM”) – the nation’s leading provider of audit, tax and accounting services focused on the middle market – to provide crypto tax software solutions to the firm’s tax clients. Specifically, Lukka will supply RSM’s tax......
Abrigo Solution Enables Community Financial Institutions to Handle 15,000 PPP Loan Applications for Small Businesses Since Friday
Banking Business Fintech News

Abrigo Solution Enables Community Financial Institutions to Handle 15,000 PPP Loan Applications for Small Businesses Since Friday

Fintech News Desk
by Fintech News Desk0
Abrigo announced that community financial institution customers of its SBA Lending solution have handled nearly 15,000 loan applications through the Small Business Administration’s Paycheck Protection Program (PPP) since Friday. This number is expected to grow significantly this week; application volume is tracking to exceed $10 billion in loans to small businesses. Read......
American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership
Fintech News

Xplore Wealth Selects SS&C to Help Realize Its “One Platform” Goal

Fintech News Desk
by Fintech News Desk0
Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology SS&C Technologies Holdings, announced that Xplore Wealth chose SS&C’s Global Wealth Platform (GWP) to help the firm consolidate systems and enhance its wealth management platform. Read More: Crypto Gazette Brings Exciting News to Crypto Enthusiasts: Ledger Nano X......
How the CARES Act Can Help Your Business By Sam Brownell, CFA, CVA, Stratus Wealth Advisors
Fintech Guest Posts

How the CARES Act Can Help Your Business

Sam Brownell
by Sam Brownell0
With the passage of the CARES Act, there are multiple avenues for business owners to seek relief from the economic effects of the coronavirus.  Below, Stratus outlines a few areas that we think will be particularly useful for business owners over the next few months. 1. Paycheck Protection Loan Program......
Loadsure Secures £1.1m in Final Seed Round Led by Insurtech Gateway
Fintech InsurTech News

Loadsure Secures £1.1m in Final Seed Round Led by Insurtech Gateway

Fintech News Desk
by Fintech News Desk0
Powered by predictive analytics, Loadsure will deliver on-demand spot freight cargo insurance to the U.S. market—all with one-click ease. Loadsure announced an investment of £1.1M led by Insurtech Gateway, alongside other corporate and angel investors. Attracting interest for its radically simplified and efficient approach to spot freight cargo insurance, the......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
Coronavirus Lockdown: Massive Surge in the Use of Fintech Apps
Cryptocurrency Fintech News

Coronavirus Lockdown: Massive Surge in the Use of Fintech Apps

Fintech News Desk
by Fintech News Desk0
Coronavirus-triggered social distancing, isolation and lockdowns have driven-up the use of financial apps in Europe by 72 per cent in a week, reveals deVere Group, one of the world’s largest independent financial advisory organizations. The sharp increase in the use of financial technology comes as the world readjusts to life......
Five Steps Business Owners Can Take Right Now By Sam Brownell, CFA, CVA, Stratus Wealth Advisors
Guest Posts News

Coronavirus and Finance Tips: Five Steps Business Owners Can Take Right Now

Sam Brownell
by Sam Brownell0
While there are many different local, state and federal programs in place or being set up for financial relief due to the effects of the coronavirus, Stratus would like to encourage business owners not to wait for the government to begin building your relief plan.  By doing some independent prep......
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