Search Results for: manage clients
Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List
Forbes has announced its annual ranking of Top Women Wealth Advisors across the United States. Two UBS financial advisors from the local area have been included: Courtney Liddy of the UBS Downtown San Diego branch and Kalyn Maher Walker of the UBS Carmel Valley branch. There were 157 UBS advisors included in Forbes’ list of 1,000 women. Overall, the......
Equisoft’s Accelerate Series Connects Life Insurance and Wealth Executives With Industry Thought Leaders to Fast-Forward Their Digital Transformation in the New Normal
Global digital solutions provider Equisoft announced that they will host a complimentary series of nine interactive webinars for business and technology leaders in the life insurance and wealth management sectors. These live sessions will be presented from May 14 to September 10 (the full schedule is available here) and will......
Verady Unveils Ledgible Accounting Partnerships with Blockchain.com and Algorand
Verady, the leading cryptocurrency tax and accounting software company, announced two major Ledgible platform clients, Blockchain.com and Algorand. The accelerated adoption by two prominent blockchain organizations highlights the Ledgible platform’s adaptability, security, and trusted brand within the cryptocurrency space. Ledgible adds a necessary financial infrastructure component to both organizations as......
Third Edition of the Complimentary Wolters Kluwer Audit Talks LIVE Virtual Conference Takes Place June 2-3, 2020
Wolters Kluwer Tax & Accounting announced that the 3rd edition of its complimentary Audit Talks LIVE virtual conference series will take place on June 2-3, 2020. Bringing together external audit experts and technologists from Wolters Kluwer, speakers from the American Institute of Certified Public Accountants (AICPA), and other CPA practitioners, this online event will......
Klarna Partners With Sephora for a More Flexible Shopping Experience
Providing an Interest-Free Buy Now, Pay Later Payment Solution Klarna, a leading global payments and shopping provider, announced that it has partnered with Sephora, the leading prestige beauty retailer, in the US. Customers shopping for the latest beauty products on Sephora’s website are now able to take advantage of Klarna’s......
Insurity’s Valen Data Consortium Reaches $100B in Premium Across Standard P&C Lines
Variables Appended from Consortium Data Dramatically Improve Predictive Modeling Lift Insurity, a leading provider of cloud-based core system solutions and data analytics for the world’s largest insurers, brokers, and MGAs, reported that its Valen Data Consortium has reached $100B in premium across standard property and casualty (P&C) lines, an 11%......
Vestmark Named to Second Annual WealthTech100 Listing
Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
Convoke Introduces Debt Settlement Directory
Convoke, a leader in SaaS solutions for the debt collection market, announced the most recent software update to its debt collections compliance and management hub. Each year, Convoke develops and releases several updates to its platform to support its clients’ evolving needs. With this release, Convoke is pleased to introduce......
Announcing VeChain BootCamp – The Virtual Live Streaming Blockchain Webinar Series
As the reality of living in a ‘new normal’ sets in, the VeChain Foundation has been seeking the best opportunity to continue and increase our social engagement and communication efforts. After careful deliberation and consultation with our partners and advisors, we believe that turning towards the virtual world provides a......