Tag : CRM

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
by Fintech News Desk0
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software
Fintech News

Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software

Fintech News Desk
by Fintech News Desk0
Highly configurable, cloud-based platform supports Class’s diverse subscription and consumption business models and integrates with its Salesforce and NetSuite systems BillingPlatform, the leading global cloud-based monetization and billing solution provider, today announced it has signed a multi-year agreement with Class Limited, a leader in cloud-based wealth accounting solutions for accountants, administrators......
Stripe named Leader by Forrester, strikes global commerce partnership with Salesforce
Business Fintech News

Stripe named Leader by Forrester, strikes global commerce partnership with Salesforce

Fintech News Desk
by Fintech News Desk0
Stripe announced that it was named a Leader in the Forrester Wave™ report on Global Merchant Payments Providers, Q3 2020, achieving the highest scores by any ranked company in both strategy and current offering. Concurrently, CRM giant Salesforce announced that Stripe will power Commerce Cloud Payments. With this partnership, Salesforce joins hundreds of......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Fintech News

Avalara Announces 16 Newly Certified Integrations into Business Applications

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 16 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Avalara has been a partner-centric company since its founding in 2004, with a concerted focus on integrating......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
TextUs and Textkernel Partner to Help Staffing Firms Source and Contact Candidates Faster
Business Fintech News

TextUs and Textkernel Partner to Help Staffing Firms Source and Contact Candidates Faster

Fintech News Desk
by Fintech News Desk0
Combine next-level searching and matching technologies with automated business-class texting to fill open positions with top candidates before your competition. This new partnership is directly available from the Bullhorn ATS. TextUs, the only business-class texting platform built for the staffing industry, and Textkernel, a specialist in machine intelligence for matching people......
Dynamo Acquires Imagineer Technology Group, Expanding Its Leading Market Position in Cloud Software for the Global Alternatives Industry
Fintech Investment Services News

Dynamo Acquires Imagineer Technology Group, Expanding Its Leading Market Position in Cloud Software for the Global Alternatives Industryf

Fintech News Desk
by Fintech News Desk0
Dynamo will now serve nearly half of top 50 hedge funds by AUM Dynamo Software, the premier provider of comprehensive cloud software for the alternative investment industry, announced today that it acquired Imagineer Technology Group, combining two of the top alternatives software vendors. The acquisition adds significant value across Dynamo’s product......
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Business Fintech News

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment. Read More: Voyager Digital Continues Servicing......
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