Search Results for: manage clients

Norton joins advisory board of InsureTech startup Pricing Platform
Artificial Intelligence Fintech News

Pricefx Invests in Next-Generation of Pricing Professionals with University of Rochester Partnership

Fintech News Desk
by Fintech News Desk0
Simon Business School Student Pricing Competition Will Utilize Pricefx’s Award-Winning Technology and Use Cases From Customer IRON Mountain Pricefx, the global leader in native cloud pricing software, is partnering with the Simon Business School at the University of Rochester and Iron Mountain to sponsor the 2020 Simon Pricing Club Case Competition. This is the......
Covius Acquires Clayton Services' Due Diligence and Surveillance Businesses
Business Fintech News

Covius Acquires Clayton Services’ Due Diligence and Surveillance Businesses

Fintech News Desk
by Fintech News Desk9
Covius Holdings, Inc., a leading provider of technology-enabled solutions to the financial services industry, announced it has acquired Clayton Services, LLC, a leader in loan due diligence and credit risk management surveillance services, from Radian Group Inc. The transaction does not include Five Bridges Advisors, Green River Capital, Red Bell......
BMO Financial Group to Acquire Clearpool Group Inc.
Business News

BMO Financial Group to Acquire Clearpool Group Inc.

Fintech News Desk
by Fintech News Desk5
Fintech acquisition delivers modern, cloud-based electronic trading platform with visual data analytics and customizable algorithmic strategies Emphasizes BMO’s priorities to provide innovative technology to clients and expand in areas of opportunity and strength BMO Financial Group announced that it has entered into a definitive agreement to acquire Clearpool Group Inc.,......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
Bank of Baroda’s Credit Card Arm Readies for Digital Transformation with Implementation of Fiserv Technology
Banking Fintech News

Fiserv Named a World’s Most Admired Company for Seventh Consecutive Year

Fintech News Desk
by Fintech News Desk0
Fiserv, Inc. , a leading global provider of financial services technology solutions, has been named to the annual ranking of FORTUNE “World’s Most Admired Companies” for the seventh consecutive year. Considered the definitive scorecard on corporate reputation, the designation punctuates a transformative year in which the company announced and completed......
Ryan Promotes Eight to Principal in Three Practice Areas
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced it has promoted eight individuals to the leadership role of Principal: Michael Abbatemarco, Property Tax Commercial Landon Julius, Sales and Use Tax John Minogue, Property Tax Commercial Teresa Sharp, Property Tax Commercial Vance Shull, Property Tax Commercial Jamie Sieffert, Property Tax Commercial Samuel Tae, International Income Tax......
Synopsys and Finastra Partner to Secure Financial Services App Ecosystem
Fintech News

Synopsys and Finastra Partner to Secure Financial Services App Ecosystem

Fintech News Desk
by Fintech News Desk0
Synopsys Provides Validation Services for Applications Deployed on Finastra’s FusionFabric.Cloud Open Innovation Platform Synopsys, Inc.  and Finastra announced a partnership establishing an application security validation program for FusionFabric.cloud, Finastra’s open platform for developing, deploying and consuming financial applications. The program, powered by the Synopsys Software Integrity Group, ensures that all applications offered......
Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports
Blockchain News

Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports

Fintech News Desk
by Fintech News Desk0
Lukka, a blockchain-native technology company, has become the first software provider in the crypto asset ecosystem to receive both Service Organization Control (SOC) 1 Type 2 and SOC 2 Type 2 attestation reports. Lukka’s SOC reports were delivered in January 2020 and cover testing periods in 2019. The reports were......
RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020
Business News

RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020

Fintech News Desk
by Fintech News Desk0
John M. Schobel Will Present on the Topic of Driving Efficiency and Effectiveness in Branch Exams and Field Audits. RegEd, the leading provider of compliance technology solutions to broker-dealers and other financial services firms, is pleased to announce its participation in the Financial Services Institute (FSI) OneVoice conference in San......
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