Search Results for: manage clients

AICPA, CPA.com and Biz2Credit Launch New Platform for Small Business Funding
Fintech Fintech Funding News

AICPA, CPA.com and Biz2Credit Launch New Platform for Small Business Funding

Fintech News Desk
by Fintech News Desk0
Cloud Solution Incorporates Enhanced Administrative Capabilities to Manage PPP Loan Forgiveness and Provide Lending Solutions to CPA Clients The American Institute of Certified Public Accountants (AICPA), its business and technology arm, CPA.com, and fintech leader Biz2Credit announced they are teaming up on a new platform, CPALoanPortal.com, to streamline the process......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Fintech Investment Services News

Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. has been selected by The Wealth Engineering Family of Companies (WE) as the preferred Digital Asset Management Platform for their network of over 2,100 wealth advisory firms. Read More: River Valley Community Bank Selects NCR to Transform Digital Banking Experience for Consumers and Businesses “We are excited to include Blockchange as an exclusive......
Pie Insurance Extends Service to Florida and Wisconsin
Fintech InsurTech News

Pie Insurance Launches Automated Bind Requests in Partner Portal

Fintech News Desk
by Fintech News Desk0
New functionality allows partner agents to instantly request to bind policies Pie Insurance, an insurtech that offers workers’ compensation insurance to small businesses, today unveiled automated bind requests within its partner portal. Read More: Leading Payments Platform Wirex Launches First £1 Million Crowdfunding By allowing partner agents to submit requests to......
Flueid Announces Appointment of New Chief Information Officer
Fintech InsurTech News

Flueid Announces Appointment of New Chief Information Officer

Fintech News Desk
by Fintech News Desk0
Technology systems strategy expert, Ryan Jaeger, joins fast-growing insurtech company Flueid, a fast-growing insurtech company accelerating the title insurance, real estate and mortgage lending industries by providing modern digital solutions to traditional inefficiencies, announced today that systems engineering and information security leader Ryan Jaeger has joined the company as Chief Information......
CURO Achieves SOC 2 Certification
Fintech News

CURO Achieves SOC 2 Certification

Fintech News Desk
by Fintech News Desk0
Compensation Management Technology Leader Demonstrates Ongoing Commitment to Data Security  CURO Compensation Limited (CURO), an industry leader in total compensation management technology, today announced the successful completion of its System and Organization Controls (SOC) 2® Type 1 Audit. The examination provides independent validation that CURO’s internal security controls and data confidentiality standards......
Top US investment consultant selected Diligend solution to automate and digitize investment managers operational due diligence
Fintech Investment Services News

Top Sovereign Wealth Fund Selected Diligend Solution to Digitize and Automate Fund Due Diligence

Fintech News Desk
by Fintech News Desk0
Diligend, a leading provider of investment management software, has been selected by one of the biggest sovereign wealth funds (SWFs) in the world to digitize and automate fund Due Diligence across the traditional, hedge, and private equity asset classes. Read More: U.S. Banking Challenger Envel Raises $2.7M Seed to launch......
AxiomSL further strengthens its presence in Switzerland, Germany and Liechtenstein in collaboration with Confinale
Fintech News Risk Management

AxiomSL Further Strengthens Its Presence In Switzerland, Germany And Liechtenstein In Collaboration With Confinale

Fintech News Desk
by Fintech News Desk0
AxiomSL, the industry’s leading provider of risk and regulatory reporting solutions, today announces its association with Confinale, an IT consulting and software development company specializing in the banking sector. Confinale’s long term consultancy and implementation knowledge in the region and AxiomSL’s platform for regulatory reporting will provide clients in Switzerland, Germany and Liechtenstein with a data......
Pandemic Boosts Interest in White Label Prepaid Card Programs, According to KnowByLity’s Banking and FinTech Experts
Banking Fintech News

Pandemic Boosts Interest in White Label Prepaid Card Programs, According to KnowByLity’s Banking and FinTech Experts

Fintech News Desk
by Fintech News Desk0
In a global economy shaken by COVID-19, the fintech experts at KnowByLity (KBL) assert that white label prepaid card programs are an important option for helping businesses to not only to stay afloat but to grow In a global economy shaken by COVID-19, the fintech experts at KnowByLity (KBL) assert that white......
21Shares Hires ETP Industry Veteran to Accelerate Institutional Adoption of Crypto Assets
Cryptocurrency Fintech News

21Shares Hires ETP Industry Veteran to Accelerate Institutional Adoption of Crypto Assets

Fintech News Desk
by Fintech News Desk0
21Shares AG, the pioneering issuer of Exchange Traded Products (ETPs) with cryptocurrencies as underlying assets, has added to its executive team with the appointment of Lucy Reynolds as Chief Operating Officer. Read More: KyckGlobal and Cambridge Global Payments Partner to Improve Cross-Border Payments for U.S.-Based Firms Lucy joins from WisdomTree......
Fundapps Achieves Select Technology Partner Status in the Amazon Web Services Partner Network
Fintech Fintech Funding News

FundApps Reveals How Compliance Teams Can Set Derivative Traders Up for Success

Fintech News Desk
by Fintech News Desk0
FundApps, the leading cloud-based provider of regulatory compliance monitoring and reporting services, announces the launch of Room-In-A-Name, part of the FundApps Position Limits service, to help bridge the gap between Compliance teams and Traders. Read More: Volly Announces Series B Growth Equity Round At the start of the day before......
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