Search Results for: tax change

Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
CoinAgenda Caribbean Returns to Puerto Rico Feb 26-27, Connecting Blockchain Industry Pioneers, Investors and Emerging Startups
Blockchain Fintech Startups News

CoinAgenda Caribbean Returns to Puerto Rico Feb 26-27, Connecting Blockchain Industry Pioneers, Investors and Emerging Startups

Fintech News Desk
by Fintech News Desk0
Fourth Annual CoinAgenda Caribbean To Feature Crypto Pioneers and Legal Experts While Spotlighting Up-And-Coming Startup Founders CoinAgenda, the premier global conference series for connecting blockchain and cryptocurrency investors with startups since 2014, has announced its fourth annual CoinAgenda Caribbean event happening in Puerto Rico February 26-27, 2020. CoinAgenda will be......
Bitcoin.com Launches Mint, a Token Creation Platform Set to Ignite a Whole New Ecosystem
Blockchain Cryptocurrency News

Bitcoin.com Launches Mint, a Token Creation Platform Set to Ignite a Whole New Ecosystem

Fintech News Desk
by Fintech News Desk0
Crypto-tech powerhouse Bitcoin.com has announced the launch of Mint, a free platform that empowers anyone to create tokens quickly and easily. Combined with other pro-token products by Bitcoin.com, Mint is driving blockchain adoption as it fuels the development of a vast new token ecosystem. Tokens take blockchain technology to a more......
Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform
Banking Fintech News

Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform

Fintech News Desk
by Fintech News Desk0
-Beyond Bi-Directional Syncing, Avii Provides Accountants Using Avii Workspace for Tax, Audit and Advisory the Ability to Edit OneDrive Documents Directly from the Cloud- Accounting practitioners who use Microsoft’s OneDrive  document sharing and storage solution in conjunction with the Avii Workspace unified SaaS platform have yet another reason to cheer. Avii......
Veruna Names Jennifer Carroll as New CEO
InsurTech News

Veruna Names Jennifer Carroll as New CEO

Fintech News Desk
by Fintech News Desk0
 Veruna, developer of the insurance industry’s only agency management system (AMS) built on the Salesforce platform, is pleased to announce Jennifer Carroll as the company’s new CEO, replacing Bob Scullin, who is moving into an expanded and ongoing role at Keystone Insurance Group, a major investor in Veruna. “Jennifer has been part......
Sapience CoreSuite Upgraded to Support Digital Document Management and Producer Management
InsurTech News Risk Management

New Sapience CoreSuite Upgrade to Support Digital Document Management and Producer Management

Abhishek Upadhyay
by Abhishek Upadhyay1
A major provider of software solutions for the insurance industry across the globe, Sapiens International Corporation recently released two new modules in Sapience CoreSuite to support digital document management and producer management. This will help extend the functionality of the latest version of Sapiens CoreSuite for Property and Casualty, release......
Avii, What Their SaaS and Accounting Software Platform
Business Fintech News

Avii Unified Workspace for Accounting Unveils Four New Solution Sets, Appoints Stuart Dean to VP Sales, at Silicon Slopes #TechSummit2020

Fintech News Desk
by Fintech News Desk8
-Company Is Expanding the Industry’s Most Interconnected Practice Management Platform With Solution Sets for Client Portal, Secure Document Exchange, Projects, Tasks and Workflow, and Resource Planning- Avii , provider of the Avii Workspace unified SaaS platform for tax, audit, advisory, compliance and management consulting firms, is expanding rapidly in 2020,......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
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