Search Results for: manage clients

Lessons Learned from COVID-19 Can Help Americans Recession-Proof Their Finances: AICPA Survey
Economy Fintech News

Lessons Learned from COVID-19 Can Help Americans Recession-Proof Their Finances: AICPA Survey

Fintech News Desk
Establishing an emergency fund is the most important step Americans can take to prepare for a potential sharp economic downturn with over half (57 percent) of CPA financial planners identifying it as the top priority, and 84 percent including it in their top three. This according to the AICPAs Personal......
Abel Noser Solutions Integrates Leading Fixed Income Market Data from MarketAxess to Enhance Best-in-Class TCA Solutions
Capital Markets Fintech News Trading

Abel Noser Solutions Integrates Leading Fixed Income Market Data from MarketAxess to Enhance Best-in-Class TCA Solutions

Fintech News Desk
Abel Noser Solutions, recently ranked by Greenwich Associates as the top global fixed income TCA provider, is integrating unparalleled credit market data from MarketAxess, the operator of a leading electronic trading platform for fixed-income securities and provider of high-quality market data, to enhance their multi-asset analytics and TCA solution. MarketAxess’ award-winning......
EY Launches First-Of-Its-Kind Cryptocurrency Reporting App
Blockchain Cryptocurrency Fintech News

EY Launches First-Of-Its-Kind Cryptocurrency Reporting App

Fintech News Desk
Ernst & Young LLP (EY US) announced the launch of EY CryptoPrep, a cryptocurrency application that assists with US tax filings. This new Software as a Service (SaaS), web-based product is a fully automated, enterprise-grade crypto tax engine offering step-by-step guidance through the crypto tax process. Read More: SIMON Markets......
BlueVenn Announce Partnership With InfiniteIQ Consulting to Provide Advanced Omnichannel Marketing Solutions for Enterprise Organizations in Healthcare, Retail and Banking Sectors
Banking Business Fintech News

BlueVenn Announce Partnership With InfiniteIQ Consulting to Provide Advanced Omnichannel Marketing Solutions for Enterprise Organizations in Healthcare, Retail and Banking Sectors

Fintech News Desk
InfiniteIQ Consulting, a nationally recognized technology and data management consulting firm, and BlueVenn, the leading Customer Data Platform (CDP) vendor, have today announced a new strategic technology partnership focussed on helping healthcare, financial services, insurance and retail organizations make better sense of their customer data, and improve their omnichannel personalization......
HOTB Software Offers Free COVID-19 Checklist Software to Businesses
Business Fintech News

HOTB Software Offers Free COVID-19 Checklist Software to Businesses

Fintech News Desk
HOTB Software, a leading and award-winning SaaS provider within the compliance industry, announced a free CoreCompli COVID-19 checklist software platform to help businesses manage and track their reopening and continuing operations during the COVID-19 crisis. Using the CoreCompli COVID-19 checklist platform, businesses can proactively prepare and ensure that their facility, employees, and vendors......
Strong Adoption of i2c Solutions Drives Expansion Across Americas
Banking Fintech News

Strong Adoption of i2c Solutions Drives Expansion Across Americas

Fintech News Desk
Banking-as-a-Service Industry Veteran Kevin Fox Joins i2c As EVP of Americas Sales i2c Inc., a leading provider of digital payment and open banking technology today announced an expansion of its business in both North and South America as demand continued to accelerate for its innovative solutions. i2c has signed 17......
iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform
Fintech Investment Services News

iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform

Fintech News Desk
 iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has entered into an agreement to acquire the alternative investments feeder fund platform from Wells Fargo’s Global Alternative Investments (GAI) division. As a part of the transaction,......
Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy
Business Fintech News

Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy

Fintech News Desk
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity Firm – announced its appointment of Erin Laschinger as Vice President of Corporate Strategy. In this role, Erin will identify and execute new partnership and growth opportunities......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline

Fintech News Desk
Riskalyze announced general availability for four major enhancements to its product lineup in light of the rapidly approaching June 30 effective date of the SEC’s Regulation Best Interest. The new lineup of compliance-optimized features include: Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention......
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