Search Results for: tax expert

Itiviti Appoints Josh Monroe to Lead Americas Region
Fintech News

Itiviti Appoints Josh Monroe to Lead Americas Region

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology and service provider to financial institutions worldwide, announced the appointment of Josh Monroe as Managing Director, Head of Americas region. An accomplished sales executive and recognized sales coach who brings more than 15 years of financial industry experience to Itiviti, Josh joins Itiviti from Ned Davis Research,......
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......
Apps Associates Acquires New Hampshire-Based Strafford Technology
Business News

Apps Associates Acquires New Hampshire-Based Strafford Technology

Fintech News Desk
by Fintech News Desk13
Leader in Cloud Migration and Managed Services Strengthens Oracle Enterprise Performance Management (EPM) Expertise, Deepening Support for Oracle Customers’ Journey to the Cloud Apps Associates, an expert Oracle cloud migration and managed services provider, announced it has entered into a definitive agreement to acquire New Hampshire-based Strafford Technology (Strafford), a leading......
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......
Xignite Now Available in AWS Data Exchange
Fintech News

Xignite Now Available in AWS Data Exchange

Fintech News Desk
by Fintech News Desk0
Provides Easy Access to End-of-Day and Historical Stock Price Data Xignite, Inc. announced their financial data APIs  are now available in AWS Data Exchange, a new service that makes it easy for millions of Amazon Web Services (AWS) customers to securely find, subscribe to, and use third-party data in the cloud. Xignite......
Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
iGTB Announces World's First 100%, 45-minute Robotic Deployment of its fully-featured Transaction Banking Portal CBX
News Robotic Process Automation

iGTB Announces World’s First 100%, 45-minute Robotic Deployment of its fully-featured Transaction Banking Portal CBX

Fintech News Desk
by Fintech News Desk0
Called “Bank on a Tile”, CBX’s Microservices-Based Platform for Cash Management Is Now Enabled for Kubernetes’ Operators, Allowing Single-Click Provisioning of Environments and Deployment on Any Cloud in 45 Minutes Intellect Global Transaction Banking (iGTB), the transaction banking specialist from Intellect Design Arena Limited, announced that it has enabled CBX......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
by Fintech News Desk0
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
Baker Hill Leadership Receives Recognition Throughout 2020
Banking Fintech News

Baker Hill Announces New CRO Amidst Unprecedented Growth

Fintech News Desk
by Fintech News Desk8
FinTech Leader Wraps 2019 With Robust Year End Market Activity, Expanded Partnerships, Multiple Award Recognitions, and Incoming Executive to Continue Growth Trajectory. Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics, announces the selection of Todd......
Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor
Banking News

Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor

Fintech News Desk
by Fintech News Desk0
Blucora, Inc., a leading provider of tax-smart financial solutions that empower people’s goals, announced that Davinder Athwal, Chief Financial Officer, will be stepping down from his role at the company, effective January 31, 2020, and will then be available in an advisory capacity through 2020. “Since Davinder joined Blucora two......
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