Tag : News

Panoramix Increases Flexibility of its Advisory Billing Systems
Fintech Startups Insights News Uncategorized

Panoramix Still the One

Fintech News Desk
by Fintech News Desk0
Innovative performance reporting and billing technology system earns top rating second year in a row For the second straight year, Panoramix places first in overall customer satisfaction for financial advisor portfolio management tools in the annual Technology Tools for Today (T3) Survey. The 2020 survey compiled responses from over 5100......
Financial Industry to Give Consumers More Control Over Their Data
Business Fintech News

Financial Industry to Give Consumers More Control Over Their Data

Fintech News Desk
by Fintech News Desk0
Created by Fidelity, Akoya℠ Becomes an Independent Company; operates a network for the entire industry Jointly owned by 11 banks, Fidelity and The Clearing House, Akoya to accelerate the movement toward more secure APIs To give consumers more control over their data, FMR LLC, the parent company of Fidelity Investments,......
Cyber Insurance Leader At-Bay Raises $34m in Series B Funding
Business Fintech News

Cyber Insurance Leader At-Bay Raises $34m in Series B Funding

Fintech News Desk
by Fintech News Desk0
At-Bay grew revenue 10x and broker network 400% in 2019 At-Bay, the cyber insurance company for the digital age, announced a $34 million Series B funding round, led by Acrew Capital and Munich Re Ventures, through its HSB fund. Existing investors Khosla Ventures, Lightspeed Venture Partners, and entrepreneur Shlomo Kramer......
Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors
Business Fintech News

Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors

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 the availability of its FireLight Sales Platform within the Schwab Advisor Services Annuity Concierge Service for Advisors. FireLight efficiently enhances and automates in-good-order applications and business processes for......
After Apple, Facebook, and Amazon - Who are the Next Trillion Dollar Tech Titans?
Business Fintech News

After Apple, Facebook, and Amazon – Who are the Next Trillion Dollar Tech Titans?

Fintech News Desk
by Fintech News Desk0
Exclusive Interview With the Bull Market Report’s Todd Shaver Reveals His Top Stock Picks Wall Street Reporter, the trusted name in financial news since 1843, has published an exclusive interview with top-performing investment expert Todd Shaver, Editor of The Bull Market Report. Todd Shaver’s philosophy is: “there’s always a bull market......
Now Trading on OKCoin: Dai
Blockchain Cryptocurrency News

Now Trading on OKCoin: Dai

Fintech News Desk
by Fintech News Desk0
From MakerDAO, This Stablecoin’s Value Is Pegged to the US Dollar — but It’s Backed by Crypto, Not Fiat As one of the leading global cryptocurrency marketplaces, OKCoin is constantly evaluating new forms of digital currency to find tokens worthy of joining its curated list alongside classics like bitcoin, ethereum,......
Hazeltree Enhances Hazeltree Collateral Manager With AcadiaSoft Partnership
Business Fintech News

Hazeltree Enhances Hazeltree Collateral Manager With AcadiaSoft Partnership

Fintech News Desk
by Fintech News Desk0
Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions, announced the expansion of Hazeltree Collateral Manager to include Standard Initial Margin Model (SIMM) calculations in partnership with AcadiaSoft. This new partnership helps clients to meet their obligations under Phases 5 and 6 of the Uncleared Margin Rules......
TaxJar Achieves SOC 2 Compliance, Demonstrating Their Commitment to Customers and Partners in Data and Information Security
Business Fintech News

TaxJar Achieves SOC 2 Compliance, Demonstrating Their Commitment to Customers and Partners in Data and Information Security

Fintech News Desk
by Fintech News Desk0
TaxJar, the top-rated sales tax automation software, is proud to announce they have met yet another industry standard by successfully completing a Type 1 SOC 2 examination. The attestation, completed by independent CPA firm Schellman & Company, LLC found that TaxJar has an established framework to meet the rigorous SOC 2......
SalesFocus Solutions Partners with Foreside Financial Group
Business Fintech News

SalesFocus Solutions Partners with Foreside Financial Group

Fintech News Desk
by Fintech News Desk0
Partnership will enhance Foreside’s clients’ existing sales analytics and reporting capabilities SalesFocus Solutions, a Fintech leader servicing asset management firms has entered into a partner program with Foreside Financial Group (“Foreside”), a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. The......
Aavenir Launches RFPflow for Strategic Sourcing and Vendor Evaluation on ServiceNow
Business Fintech News

Aavenir Launches RFPflow for Strategic Sourcing and Vendor Evaluation on ServiceNow

Fintech News Desk
by Fintech News Desk0
Aavenir RFPflow – Request for Proposal Management Software will empower enterprise procurement teams to standardize and accelerate RFx-to-award workflow using reusable RFI/RFQ/RFP templates and comparative supplier evaluation on ServiceNow Aavenir, a premier ServiceNow partner, announced the launch of its next-generation ‘Aavenir RFPflow Solution’ on ServiceNow App Store to extend Aavenir’s Source-to-Pay......
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