Search Results for: manage clients

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Fintech News

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors

Fintech News Desk
by Fintech News Desk0
FeeX technology allows advisors to manage clients’ held-away retirement accounts, deepening their impact across clients’ entire financial picture Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage......
Avalara Announces 10 Newly Certified Integrations into Business Applications and 22 New Marketplace Customers
Artificial Intelligence Business Fintech News Risk Management

Avalara Unveils Cloud Sales Tax Returns Solution For Accounting Firms Of All Sizes

Fintech News Desk
by Fintech News Desk0
Avalara, Inc. (NYSE: AVLR), a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced the availability of Avalara Managed Returns for Accountants (MRA), a cloud sales tax returns solution designed exclusively for accounting firms. MRA enables firms to extend their practice with automated sales tax......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
Plug and Play's Fintech Europe Program Announces Startups Selected for Batch 6
Business Fintech Fintech Startups News

Plug and Play’s Fintech Europe Program Announces Startups Selected for Batch 6

Fintech News Desk
by Fintech News Desk0
Fintech Europe, Plug and Play’s fintech-focused innovation platform based out of Frankfurt, Germany, announced today the eight startups selected for its sixth batch. The platform has grown its partner base to 13 Financial Institutions since its inception in May 2018. Together with Deutsche Bank, TechQuartier, BNP Paribas, Nets Group, Nexi, UniCredit, Aareal......
Mastercard Extends Open Banking Efforts with Close of Finicity Acquisition
Fintech News

Mastercard Accelerate Ignites Next Generation of Fintech Disruptors and Partners to Build the Future of Commerce

Fintech News Desk
by Fintech News Desk0
11 companies join the Start Path startup engagement program; nearly 50 new deals signed to Engage network to help customers make growth ambitions a reality Mastercard has announced the expansion of its Accelerate fintech portfolio, adding dynamic entrepreneurs to its award-winning startup engagement program Start Path and more technology partners to its Engage network, providing access......
Artificial Intelligence Finance News

DataSnipper Supercharges AI-driven Audit Automation with Acquisition of ‘UpLink’ and Launch of New Product, ‘DocuMine’

PR Newswire
by PR Newswire0
Dutch unicorn DataSnipper accelerates the expansion of AI technology to redefine the future of audit and finance. DataSnipper, the intelligent automation platform transforming audit and finance, announces a dual milestone: the acquisition of AI-native UpLink, a cloud-based secure document request portal, and the launch of DocuMine, a new AI-powered document validator. The......
Featured Finance Fintech Risk Management Security

The Impact of Real-Time Data Integration on Financial and Insurance Industry Analytics

Fintech Staff Writer
by Fintech Staff Writer0
Data has become a crucial asset for driving decision-making, risk management, and customer experience. One of the most transformative advancements in recent years is the adoption of real-time data integration. This technology enables businesses to consolidate and analyze data from multiple sources instantaneously, allowing for more responsive and accurate insights.......
ClarisHealth Unveils Pareo Partner Exchange: Revolutionizing Payment Integrity for Payers
Finance Fintech News

ClarisHealth Unveils Pareo Partner Exchange: Revolutionizing Payment Integrity for Payers

PR Newswire
by PR Newswire0
Payment Integrity industry’s first integrated ecosystem set to accelerate value delivery and reduce administrative complexity in $9 billion market. Groundbreaking offering addresses the growing complexity in vendor management and empowers health plans to leverage innovative solutions within Pareo and manage their end-to-end payment integrity program. ClarisHealth, a leader in payment integrity technology......
COVU Secures an Additional $12.5 Million in Series A Funding
InsurTech Investment Services News

COVU Secures an Additional $12.5 Million in Series A Funding

Business Wire
by Business Wire0
COVU, Inc., a leader in AI-native services for insurance agencies, announced the successful completion of $12.5 million in equity and debt financing, as part of the first tranche of its Series A funding round. This brings total funding to date to over $20 million. The funding round attracted investment from......
Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks
Finance Fintech News

Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks

PR Newswire
by PR Newswire0
MAS-licensed Arta launches in Singapore and internationally Arta unveils Arta AI Copilot – a number of AI-enhanced experiences on its wealth platform Arta announces partnerships with Wio Invest, Google Cloud, and Capco for its Wealth-as-a-service offering for banks and financial institutions globally Arta welcomes Ralph Hamers as external advisor Fast-growing digital wealth management platform Arta......
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