Search Results for: leading accounting firm

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs
Capital Markets Fintech Fintech Funding News Risk Management

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC (“SIMON”) announced it has expanded its digital platform to deliver financial professionals access to exchange traded funds (“ETFs”), launching its ETF Marketplace with the Buffer ETFs from Innovator Capital Management (“Innovator”). Innovator’s Buffer ETFs are part of their Defined Outcome ETFs family and are the first ETFs......
State Street
Business Fintech News

State Street and SimCorp Announce Intended Business Partnership, with Front-to-Back Investment Outsourcing Solution for EMEA Insurers

Fintech News Desk
by Fintech News Desk0
Strategic Business Partnership Demonstrates State Street and SimCorp’s Commitment to Insurance Clients in EMEA, with a Complete Front-to-Back Outsourcing Solution through the State Street State Street Corporation (NYSE: STT) and investment management solutions and service provider, SimCorp (OMXC25: SIM), today announced their intent to form a business partnership to provide a premier, fully......
SAS Eases LDTI Implementation for Insurers
Banking Fintech InsurTech News

SAS Eases LDTI Implementation for Insurers

Fintech News Desk
by Fintech News Desk0
New SAS Solution for LDTI helps insurers manage the most significant FASB accounting shift in decades In the footsteps of banks and insurers around the globe innovating to meet stringent new accounting and financial reporting standards, US insurers now face their own momentous compliance shift. The Financial Accounting Standards Board’s......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
by Fintech News Desk0
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
AbacusNext Taps Tech Industry Veteran to Expand Purpose-Built Cloud
Business Fintech News

AbacusNext Taps Tech Industry Veteran to Expand Purpose-Built Cloud

Fintech News Desk
by Fintech News Desk0
Perry Steinberg, AbacusNext’s new chief product officer, to lead next generation strategy for digital transformation in professional services, document automation AbacusNext®, a leading technology provider for legal, accounting and compliance-focused professionals, today announced the appointment of Perry Steinberg, tech industry veteran in cloud computing, as chief product officer. Read More:......
Atom Finance Launches a Premium Subscription Tier to Equip Investors with an Informational Edge as Stock Markets Become More Accessible to Consumers
Fintech Investment Services News

Atom Finance Launches a Premium Subscription Tier to Equip Investors with an Informational Edge as Stock Markets Become More Accessible to Consumers

Fintech News Desk
by Fintech News Desk0
Atom Finance, the consumer software platform providing institutional-quality investment resources to individual investors, announced the launch of their new premium subscription offering. The launch brings an expanded suite of advanced research tools to investors and empowers them with the same financial data and market insights as leading Wall Street firms.......
Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group
Fintech InsurTech News

Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group

Fintech News Desk
by Fintech News Desk0
Walker & Dunlop, Inc. and GeoPhy announced today that their appraisal business, Apprise, has expanded into the Valuation for Financial Reporting space with the addition of Adriane Bookwalter, CPA as Managing Director and Financial Reporting Practice Lead. Read More: Germany-based QUIN Launches An Investment Advisor And Raises €1M Apprise’s new specialty practice group will offer real......
CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
by Fintech News Desk0
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
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LeaseCrunch® Announces Successful Completion of System and Organization Controls (SOC) 1® Type II Audit Examination

Fintech News Desk
by Fintech News Desk0
LeaseCrunch, the only lease accounting software made by former CPA firm auditors for CPA firm auditors, today announced the successful completion of a System and Organization Controls (SOC) 1® Type II audit examination. This is concurrent with the successful completion of an ongoing SOC 2® Type II audit examination. LeaseCrunch,......
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