Search Results for: tax management

FinancialForce Summer 2020 Release Fast-Tracks Intelligence, Analytics, and Insights for Finance and Services Teams Responding to the Pandemic
Fintech News Robotic Process Automation

FinancialForce Summer 2020 Release Fast-Tracks Intelligence, Analytics, and Insights for Finance and Services Teams Responding to the Pandemic

Fintech News Desk
 FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), announced its Summer 2020 Release featuring critical new capabilities to provide organizations with greater intelligence and resource visibility for today’s evolving business environment. Scheduled for general availability on July 8, the Release will help organizations make more informed......
FinMason Launches Accessible Municipal Bond Analytics
Fintech Investment Services News

FinMason Launches Accessible Municipal Bond Analytics

Fintech News Desk
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the second phase of its fixed income analytics offering – municipal bond analytics – for the retail wealth management and asset management communities. Read More: Simple Announces Launch of......
PitchBook Releases Analyst Workspaces Providing Unprecedented Access to Analyst Insights and Materials
Capital Markets Fintech Investment Services News

New PitchBook-Collision Venture Investor Survey Uncovers Realities of Investing During COVID-19 Pandemic

Fintech News Desk
Results also examine investor sentiment towards emerging tech, and offer a look at investing in a post-Covid world PitchBook, the premier data provider for private and public equity markets,  released the findings from a new survey conducted in partnership with Collision from Home, a Web Summit event uniting more than......
Quontic Hires Craig Schimelman to Lead Wholesale Mortgage Division
Fintech Mobile Banking News

Quontic Promotes Karen Wood To Chief Financial Officer

Fintech News Desk
Quontic, the adaptive digital bank, is pleased to announce the promotion of Karen Wood, CMA, CSCA to Chief Financial Officer. As a seasoned banking leader with over 20 years of financial experience, Karen formerly served as Quontic’s Controller for six years and will take over the reins from Don Frain as he begins......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
B2C Fintech Investment Services News

SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

Fintech News Desk
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities,......
Peak Trust Selects Keeper's Robust Zero-Knowledge Architecture to Secure Clients' Confidential Financial Information
Business Fintech News

Peak Trust Selects Keeper’s Robust Zero-Knowledge Architecture to Secure Clients’ Confidential Financial Information

Fintech News Desk
Keeper’s ability to auto-generate strong and unique passwords, ease-of-use and fast integration among top reasons for the selection Peak Trust, an independent trust company dedicated to offering personal trust administration for families and individuals, has selected Keeper Security’s best-in-class enterprise password management solution for protection against cyberthreats. Peak Trust relies on Keeper’s......
Pipe Raises $60 Million to Accelerate SaaS Subscription Financing Platform
Fintech News

Pipe Raises $60 Million to Accelerate SaaS Subscription Financing Platform

Fintech News Desk
Pipe Technologies, Inc. announced it raised $60 million in equity and asset financing as an extension to its Seed round to support the growth of its pioneering SaaS financing platform. Pipe’s subscription financing platform transforms the fundamental economics of the global SaaS industry by enabling SaaS companies to obtain instant liquidity......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Business Fintech News Risk Management

Risk Analysis Service Creators RMA and AFS Launch ‘Commercial Credit Quality Bulletin’

Fintech News Desk
The Risk Management Association (RMA) and AFS announced the launch of a monthly “Commercial Credit Bulletin” that will illuminate trends and insights for the benefit of credit risk management practitioners as they navigate an ever-changing economic landscape. “The Commercial Credit Quality Bulletin” will leverage a successful 17-year partnership between RMA......
Milliman Wins Three InsuranceERM Americas Awards for Its Insurtech Products and Risk Consulting Services
Fintech InsurTech News Risk Management

Milliman Wins Three InsuranceERM Americas Awards for Its Insurtech Products and Risk Consulting Services

Fintech News Desk
Milliman consultants win “Risk Team of the Year,” while insurtech product Nodal is named “Analytics Solution of the Year” and Milliman’s Arius Enterprise wins “Cloud Technology of the Year” Milliman, Inc., a premier global consulting and actuarial firm, is pleased to announce that the firm has won three 2020 InsuranceERM......
Wolters Kluwer CCH Forward Together Virtual Conference Will Focus on Helping Accounting Firms Navigate Change
Artificial Intelligence Fintech News

Wolters Kluwer CCH Tagetik inTouch Online Conference Inspires CFOs to Evolve NOW with Solutions for Today and for a Future of Accelerated Financial Transformation

Fintech News Desk
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals hosted more than 2000 participants at its 2020 CCH Tagetik inTouch Online User Conference under the theme Evolve NOW. Targeting today’s pressing concerns and the accelerated changes required to......
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