Search Results for: professional services

Digital Experience Drives Advisor Engagement, SS&C Report Finds
Business News

Digital Experience Drives Advisor Engagement, SS&C Report Finds

Fintech News Desk
Latest Research Names Fidelity Top Digital Engagement Leader SS&C Technologies Holdings, Inc. released its annual research on the digital behaviors and expectations of financial advisors. The report identifies critical areas where asset managers can improve advisors’ digital experience and provides industry examples of best practices. The study also found that......
Xceedance Acquires Activer Solutions
Blockchain Business News

Xceedance Acquires Activer Solutions

Fintech News Desk
Acquisition Enhances Onshore Insurance Managed Services and Technology Capabilities of Xceedance in North America Xceedance, a global provider of insurance consulting, managed services, technology, data sciences, and blockchain solutions, announced the acquisition of Activer Solutions. Located in Marlborough, Massachusetts, USA, Activer Solutions specializes in insurance operations and technology services for......
Leading Decentralized Investment Banking Group - Coinstreet Partners, Awarded Asia Futurist Leadership Award
Banking Fintech News

Leading Decentralized Investment Banking Group – Coinstreet Partners, Awarded Asia Futurist Leadership Award

Fintech News Desk
The Asia Futurist Leadership Award in the category of High Flyer Award – Outstanding Deal Originator In Asia was awarded to Coinstreet Partners by the Association of Family Offices in Asia, the Association of Private Bankers in Greater China and the Women In Leadership Association at the Asia Futurist Leadership Summit, held in Hong Kong during International Financial Week. Asia Futurist......
New Jackson Hewitt Tax Pro From Home Makes Tax Prep More Convenient
Banking News

New Jackson Hewitt Tax Pro From Home Makes Tax Prep More Convenient

Fintech News Desk
Without Leaving Home, Clients Can Get Their Taxes Done by a Pro and Ready for Review in 24 Hours, Guaranteed(1) Jackson Hewitt Tax Service announced the launch of Jackson Hewitt Tax Pro From Home, the newest addition to the company’s services that cater to clients’ changing needs. Jackson Hewitt, the......
EY TaxChat Enters Global Consumer Market for Personal Tax Filing
Banking Fintech News

EY TaxChat Enters Global Consumer Market for Personal Tax Filing

Fintech News Desk
EY announces EY TaxChat, the first direct-to-consumer EY tax service, which will be available to individual taxpayers in several countries around the world. An on-demand mobile tax preparation service, EY TaxChat offers personalized service from a licensed EY professional who will prepare and file tax returns on the taxpayer’s behalf.......
Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support
Investment Services News

Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support

Fintech News Desk
Charles River Development, a State Street Company, announced that the Charles River Investment Management Solution (Charles River IMS) now integrates with ChartIQ, enabling Charles River to provide institutional traders with visualization tools that deliver greater insight into data affecting investment decisions. These capabilities help traders conduct pre-trade technical analysis, gauge......
LeaseQuery and RSM Take Lease Accounting Technology to New Heights
Fintech News

LeaseQuery and RSM Take Lease Accounting Technology to New Heights

Fintech News Desk
Expanded Alliance Will Further Assist Commercial and Governmental Entities in Achieving Compliance LeaseQuery, a leading provider of purpose-built lease accounting software, announced an extended partnership with RSM US LLP (RSM), leading provider of audit, tax and consulting services focused on the middle market. LeaseQuery and RSM will work with commercial......
LexinFintech Holdings Ltd. Gives 2020 Loan Origination Guidance
Banking News

LexinFintech Holdings Ltd. Gives 2020 Loan Origination Guidance

Fintech News Desk
Continued Strong Growth Is Expected With No Substantial Deterioration in Asset Quality LexinFintech Holdings Ltd., a leading online consumer finance platform for educated young adults in China, is pleased to announce that based on the Company’s preliminary assessment of the current business and market conditions, the Company expects total loan originations......
BGC Partners Will Host Investors and Analysts on Wednesday, April 8, 2020
Banking Business News

BGC Partners Will Host Investors and Analysts on Wednesday, April 8, 2020

Fintech News Desk
BGC Partners, Inc. (“BGC” or the “Company”), a leading global brokerage and financial technology company, announced that it will host sell-side analysts and professional investors for a half-day presentation about the Company in New York City on Wednesday, April 8, 2020. The event will be hosted by BGC Partners’ management team and will......
AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts - Because You Never Know When The Next Bubble Will Burst
Banking Business News

AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts – Because You Never Know When The Next Bubble Will Burst

Fintech News Desk
AllocateRite Digital, the New York FinTech and data science company that provides investment managers with ETF-based dynamic asset allocation strategies, is excited to announce support for multiple accounts at multiple brokerages. Multiple Account Linking Get the complete picture of your financial health by linking multiple brokerage accounts. Use RiskMonkey to......
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