Search Results for: manage clients

CPMview Becomes the Latest Fluence Implementation Partner
Artificial Intelligence Business Fintech News

CPMview Becomes the Latest Fluence Implementation Partner

Fintech News Desk
by Fintech News Desk0
Fluence Technologies and CPMview partner up to provide the next evolution in financial consolidation solutions for the mid-sized enterprise in the EMEA region Fluence Technologies and CPMview announced a strategic partnership to optimize Corporate Performance Management (CPM) processes using Fluence’s powerful financial cloud solution. Fluence Technologies offers a next-generation cloud consolidation......
VPay Achieves Nacha Certification for a Second Two-Year Term
Fintech News

VPay Achieves Nacha Certification for a Second Two-Year Term

Fintech News Desk
by Fintech News Desk0
VPay, a leading turnkey claim payments platform, announced its designation as a Nacha Certified Third-Party Sender for a second two-year period. As of July 1, 2020, VPay joined an elite group of companies participating in the voluntary certification program that represent the highest standards in automated clearing house (ACH) payment processing.......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
TextUs and Textkernel Partner to Help Staffing Firms Source and Contact Candidates Faster
News Risk Management

Sedgwick announces key leadership promotions

Fintech News Desk
by Fintech News Desk0
Mike Arbour becomes third CEO in company’s history, Bob Peterson named president, and Dave North to continue as executive chairman Sedgwick, a leading global provider of technology–enabled risk, benefits and integrated business solutions, today announced key leadership promotions amongst its executive team as part of its planned succession process. Read......
Fintech News

Waystar to Acquire eSolutions, an Industry Leader in Revenue Cycle & Medicare Analytics

Fintech News Desk
by Fintech News Desk0
The acquisition will create the first unified healthcare payments platform with both commercial and government payer connectivity, resulting in greater value for providers Waystar, a leading provider of healthcare payments software, today announced a definitive agreement to acquire eSolutions, a revenue cycle technology company with unique Medicare-specific solutions. In bringing......
Fintech News

Wolters Kluwer CCH Axcess™ Knowledge Coach PCR eases preparation, compilation & review engagements

Fintech News Desk
by Fintech News Desk0
Cloud-based digital solution helps firms focused on preparation, compilation, and review engagements benefit from a knowledge-based workflow Today, Wolters Kluwer Tax & Accounting introduced the CCH Axcess™ Knowledge Coach PCR cloud-based solution, the latest addition to the award-winning, cloud-based CCH Axcess™ tax preparation, compliance, audit and workflow management platform. CCH Axcess™ Knowledge Coach PCR Is designed......
Customer Online Conversations Reveal ‘All to Play for’ in Battle between Challengers and Incumbent Banks, Finds Economist Intelligence Unit Report for Temenos
Banking Fintech News

Leading Latin American Retailer Group Goes Live with Temenos Following Remote Cloud Implementation amidst the Global Lockdown

Fintech News Desk
by Fintech News Desk0
Banco Ripley, the financial arm of Ripley S.A., goes live with Temenos Transact to bring digital banking services to more than one million retail store customers in Peru Temenos (SIX: TEMN), the banking software company today announced that Banco Ripley has gone live with Temenos Transact, the next generation core......
Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients
Fintech News Risk Management

Riskalyze Delivers Breakthrough Tax Intelligence Capabilities and Launches the Era of “Risk Alpha + Tax Alpha” for Advisors

Fintech News Desk
by Fintech News Desk0
Keynote presentation at Fearless Week showcases Intelligent Tax Optimization, Automated Tax Loss Harvesting, all-new portfolio analytics, and expanded coverage of structured notes(Riskalyze) At the company’s Fearless Week keynote, Riskalyze announced powerful new tax intelligence capabilities for its advisor trading platform, leapfrogging the status quo of legacy rebalancing tools, and showcased groundbreaking......
PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives
Business Fintech Investment Services News

PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives

Fintech News Desk
by Fintech News Desk0
Trillion-dollar asset manager will integrate iCapital Network technology to power seamless alts experience for HNW advisor channel  PGIM Investments, the retail distribution arm of PGIM, Inc., the $1.4 trillion global investment management business of Prudential Financial, Inc. (PFI), and iCapital Network1, the leading financial technology platform driving access and efficiency in alternative......
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support
Fintech News

Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that Dmitriy Ilyin has been appointed Managing Director of Software as a Service (SaaS) Operations and Support, responsible for all SaaS and Technical Support teams globally. In addition, Ilyin will oversee Charles River’s continuing transition to Microsoft® Azure and help shape the......
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