Search Results for: manage clients

Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Fintech News

Visual Lease Introduces Enhanced Lease Accounting Reporting Capabilities for Global & National Businesses

Fintech News Desk
by Fintech News Desk0
20.2 release delivers industry-leading GASB 87 & FASB 842 compliance functionality Visual Lease, the leader in lease accounting and management software, announced its latest product release, 20.2, providing expanded lease accounting and reporting capabilities for global and national companies required to comply with GASB 87 and FASB 842. Read More:......
Insurity Strengthens Billing and Payments Offerings with Bill It Now Acquisition
Capital Markets Fintech News

Insurity Acquires Epic-Premier to Advance Leadership in the MGA Market

Fintech News Desk
by Fintech News Desk0
Insurity, Inc., a leading provider of cloud-based core system solutions and data analytics for the world’s largest insurers, brokers, and MGAs, announced that it has completed the acquisition of Florida-based Epic-Premier Insurance Solutions, Inc. The acquisition further strengthens Insurity’s position in the growing managing general agent (MGA) market. Read More:......
FinMason Launches Accessible Municipal Bond Analytics
Fintech Investment Services News

FinMason Launches Accessible Municipal Bond Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the second phase of its fixed income analytics offering – municipal bond analytics – for the retail wealth management and asset management communities. Read More: Simple Announces Launch of......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Fintech Investment Services News

Envestnet Launches 2020 Advisor Summit On-Demand

Fintech News Desk
by Fintech News Desk0
Envestnet, announced the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve financial wellness, while growing their businesses and harnessing the power of Envestnet’s unified platform to provide essential advice.......
Derivative Path Raises $35 Million in Growth Equity Funding From FTV Capital
Capital Markets Fintech Fintech Funding News Risk Management Trading

Derivative Path Raises $35 Million in Growth Equity Funding From FTV Capital

Fintech News Desk
by Fintech News Desk0
Derivative Path’s first institutional round will accelerate expansion of cloud-based capital markets technology and services platform Derivative Path, (DPI), a leading capital markets financial technology and services company, announced today that it has secured $35 million in growth equity funding from FTV Capital, a successful investor in innovative, high-growth companies within the......
VTS Launches VTS Market & Marketplace Enabling Remote Leasing for the First Time
Capital Markets Fintech News

VTS Launches VTS Market & Marketplace Enabling Remote Leasing for the First Time

Fintech News Desk
by Fintech News Desk0
VTS, the commercial real estate industry’s leading leasing and asset management platform, announced the availability of VTS Market, the CRE industry’s first integrated, online marketing platform that enables landlords and their agency teams to market and lease their available spaces remotely for the first time. Read More: GlobalFintechSeries Interview with......
Signature Bank Expands West Coast Operations With Appointment of Executive Director and 45 Professionals Spanning 15 Private Client Banking Teams
Blockchain Fintech Mobile Banking News

Signature Bank Launches Its Digital Payments Platform, Signet, on the Fireblocks Network

Fintech News Desk
by Fintech News Desk0
Signature Bank, a New York-based full-service commercial bank, announced the launch and integration of the full functionality of its proprietary, blockchain-based digital payments platform, Signet, with Fireblocks, an enterprise-grade platform delivering a secure infrastructure for moving, storing and issuing digital assets. Read More: GlobalFintechSeries Interview with Erick Pinos, Ecosystem Lead at......
ECA Marketing Deploys FireLight Providing Advisors Electronic Annuity Sales Capabilities Within a Matter of Weeks
Fintech InsurTech News

ECA Marketing Deploys FireLight Providing Advisors Electronic Annuity Sales Capabilities Within a Matter of Weeks

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, announces ECA Marketing, a national annuity and life marketing organization, has launched FireLight e-Application enabling their advisors to quickly and efficiently process annuity sales electronically. By using FireLight Access, ECA Marketing was......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
B2C Fintech Investment Services News

SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

Fintech News Desk
by Fintech News Desk0
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities,......
DataTrace Launches TaxSource, a Single-source, Nationwide Solution for Trusted, Reliable Property Tax Reporting
Fintech News

DataTrace Launches TaxSource, a Single-source, Nationwide Solution for Trusted, Reliable Property Tax Reporting

Fintech News Desk
by Fintech News Desk0
DataTrace Information Services, LLC, the nation’s largest provider of data and automation solutions to the title and settlement services industry, announced the launch of TaxSource™. DataTrace TaxSource property tax reporting delivers full national coverage with the most current tax status and rapid results through the latest technology and data resources. Read......
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