Search Results for: tax planning

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Fintech InsurTech News

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
Clearview Product Enhancements Demonstrate Unanet's Investment in ERP for Architecture & Engineering Firms
Fintech News

Clearview Product Enhancements Demonstrate Unanet’s Investment in ERP for Architecture & Engineering Firms

Fintech News Desk
by Fintech News Desk0
Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) provider, announced a comprehensive update to Clearview, the flexible project-based ERP software purpose-built for the architecture and engineering (A&E) industries. The new features include an easy-to-use web application, enhanced invoice delivery and tracking, and for the first time, a payment processing......
Workiva Hosts Its Largest Event to Date
Fintech News

Workiva Hosts Its Largest Event to Date

Fintech News Desk
by Fintech News Desk0
Workiva Also Moves Amplify 2020 User Conference to Virtual Channels Workiva, provider of the world’s leading connected reporting and compliance platform, announced that nearly 2,400 customers, partners and industry leaders attended its recent, two-day virtual event to discuss streamlining processes and consolidating data in the Workiva platform’s secure, cloud environment. This was......
OneStream Named Winner in Ventana Research’s 13th Annual Digital Innovation Awards
Business Fintech News

OneStream Software Ranks Among Top 100 on INC 5000 Midwest List of Fastest Growing Companies

Fintech News Desk
by Fintech News Desk0
OneStream positioned at 56th with 312% growth over two years OneStream Software, a leading provider of modern Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has been ranked among the top companies on the Inc. 5000 Series: Midwest list of the fastest growing private businesses in the region. With......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech Investment Services News

Demand Wealth Launches the Nation’s First Investment Platform Designed to Align Financial Goals and Personal Values

Fintech News Desk
by Fintech News Desk0
Demand Wealth received an undisclosed seven figure investment from FinTech Private Equity firm Niche Investment Partners LLC. providing investors with an alternative to broad or often misleading investment portfolios, the Demand Wealth platform promotes transparency and respect for every American’s voice; allowing clients to invest according to their political, religious, and ethical......
Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free
Fintech News

Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free

Fintech News Desk
by Fintech News Desk0
 Avii is Filling the Gap with Automation by providing the full Avii Workspace™ platform for Tax, Audit and Advisory free for up to 25 users until at least June 1, 2020, to help ease new hurdles  To aid accounting firms of all sizes, effective immediately, Avii is providing the Avii Workspace......
BELLIN Aiming to Help Corporate Treasuries From the Effects of COVID-19 With Free Treasury Software
Banking Fintech News

BELLIN Aiming to Help Corporate Treasuries From the Effects of COVID-19 With Free Treasury Software

Fintech News Desk
by Fintech News Desk0
BELLIN to offer 4 free months of tm5 access as a helping hand to companies in need  BELLIN, a global leader in technology for corporate banking and treasury provides services for multinational corporations, banks and the financial sector, is extending a helping hand to companies in need with free access......
FinancialForce Sweeps G2 Grids for Professional Services Automation with #1 Vendor Rankings for Main, Enterprise, and Mid-Market Categories
Business Fintech News

FinancialForce Ranks #1 on G2’s Enterprise and Mid-Market PSA Index Reports

Fintech News Desk
by Fintech News Desk0
FinancialForce Achieves Top PSA Vendor Status in G2’s Spring 2020 Index FinancialForce, the #1 Enterprise Professional Services Automation (PSA) and the only customer-centric ERP cloud solution, has been named the #1 vendor in G2’s Spring 2020 Enterprise PSA Grid Report, Mid-Market PSA Grid Report, and main PSA Grid Report. FinancialForce......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Banking Fintech News Risk Management

Royal Credit Union Expands Partnership to Baker Hill Nextgen

Fintech News Desk
by Fintech News Desk0
Baker Hill, the leading financial technology provider in delivering solutions for commercial, small business and consumer loan origination, risk and relationship management, CECL, and analytics, today announces that Royal Credit Union will be migrating to Baker Hill NextGen, Baker Hill’s unified solution that streamlines loan origination and portfolio risk management. Read More: H2O.ai Empowers......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
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