Search Results for: manage clients

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......
Banking Business Capital Markets Fintech Fintech Funding Investment Services News Risk Management

Eze Castle Integration Winning Streak Continues as Company Takes Home HFM US Service Provider and HFM Technology Awards

Fintech News Desk
by Fintech News Desk0
HFM Quant Shortlist Company for Cyber-Security Solution and Cloud Computing Provider Eze Castle Integration, a global leader in end-to-end technology solutions, today announced that it has been awarded “Best Use of Cloud Technology” in the HFM US Service Provider Awards and “Best Cyber-Security Solution” in HFM European Technology Awards. The......
Business Fintech News

Wilmington Trust Announces New DocuSign Interface Capabilities on its eVault Platform

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in corporate and institutional trust services, announces it has integrated DocuSign to enable the automated transfer of authoritative copy documents into the Wilmington Trust eVault platform – a single sign-on, electronic program that maintains the integrity of e-signed documents. Read More: Informa Financial Intelligence Banking Division Named Financial......
GlobalFintechSeries Interview with Pratik Adani, CTO at Samco Securities Limited
Blockchain Cryptocurrency Fintech Fintech Startups Interviews

Global Fintech Interview with Pratik Adani, CTO at Samco Securities Limited

Paroma Sen
by Paroma Sen0
Sales and Marketing Is Transforming Everyday, Catch these Interesting Podcasts where Leaders from Leading SaaS companies like Outreach, DemandBase, PipeDrive and more share their observations;...
Business Fintech Fintech Funding InsurTech Investment Services News

Ameritas Investment Company, LLC Chooses Entreda, A Wholly Owned Subsidiary Of Smarsh, To Provide Endpoint Cyber Risk And Compliance Software; Completes Roll Out To Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Entreda’s Cybersecurity Compliance Platform, Together with Smarsh’s Information Archive Platform, help to Keep Ameritas Data Safe Entreda, an award-winning developer of integrated cybersecurity software and solutions for the wealth management and insurance industries, today announced that it has finalized an agreement with Ameritas Investment Company, LLC (AIC), an independent Broker/Dealer......
Tora strikes deal with Japan's Revolution Co Ltd
Fintech Investment Services News Trading

TORA wins Global Investor Best Outsourced Trading Solution 2020

Fintech News Desk
by Fintech News Desk0
TORA, the provider of industry leading trading technology, has announced it has been awarded Best Outsourced Trading provider by Global Investor in their 2020 Investment Excellence Awards. TORA was recognized for its unique offering, encompassing flexible operational trading models, proprietary trading technology as well as a high level of customer......
SmartStream Reveals New Brand Identity Reflecting Company’s Mission to Spearhead Technological Innovation
Artificial Intelligence Banking Fintech News

SmartStream Develops Data Observational Learning Alongside Tier 1 Banks – Providing a 20% Cost Saving Using AI

Fintech News Desk
by Fintech News Desk0
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM®) solutions provider, today launches ‘Affinity’ in collaboration with Tier 1 banks – an Artificial Intelligence (AI) ‘observational learning’ solution to meet the technical demands and business agility for operational data management and data quality processes. Read More: Cryptocurrency Exchange CoinZoom Selects Acuant’s......
NEC Acquires a Leading Swiss Financial Software Company, Avaloq
Business Fintech News

NEC Acquires a Leading Swiss Financial Software Company, Avaloq

Fintech News Desk
by Fintech News Desk0
NEC Corporation (TSE: 6701) today announced the acquisition of Avaloq Group AG (Avaloq), a leading Swiss financial software company. The acquisition of Avaloq will provide NEC with digital finance software and domain knowledge as it enters into the field globally and strengthens its business in the digital government field. The......
Engrain Raises $3.7 Million in Funding Round Led by RET Ventures to Scale the Growth of its Building Mapping Technology
Fintech Fintech Funding News

Engrain Raises $3.7 Million in Funding Round Led by RET Ventures to Scale the Growth of its Building Mapping Technology

Fintech News Desk
by Fintech News Desk0
Capital raise to support continued product development, software integrations, and business development efforts Engrain, the market leader in interactive mapping technology and data visualization software for the built environment, today announced that it has raised $3.7 million in new funding to fuel its national expansion. The round was led by RET Ventures,......
IBM to Acquire SAP Consulting Partner TruQua
Artificial Intelligence Fintech News Risk Management

IBM, Fenergo to Transform New Customer Onboarding for Financial Institutions

Fintech News Desk
by Fintech News Desk0
IBM and Fenergo, a leading provider of client lifecycle management (CLM) solutions for financial institutions, today announced the general availability of IBM Customer Lifecycle Management (CLM) with Fenergo. The offering is designed to incorporate artificial intelligence (AI) from IBM Watson and analytics on the IBM Cloud to help financial institutions......
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