Business Tools - FinTecBuzz

LifeYield Fortifies AdvisorPeak With Industry-First Tax-Smart Asset Location

February 20, 20205 min

A historic bull market and changing tech landscape are driving advisors to find innovative ways to create value for their clients and differentiate their practice. LifeYield, LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, makes it easy to meet this demand by quantifying one of the most elusive sources of value — tax efficiency — through a new integration with AdvisorPeak, Inc. (AdvisorPeak), a leading portfolio trading and rebalancing...

by BusinessWire

Financial Software

eMoney Advisor Unveils Strategy to Provide Planning Solutions

February 20, 20209 min

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced its enhanced planning vision for products and features that enables advisors and firms to meet the increasing demand for advice at all levels — from a single planning topic to the most sophisticated of plans — through a scalable, interactive and comprehensive solution. As the only full-spectrum planning platform in the industry that offers both goals-based and...

by BusinessWire

Accounting

Mauldin & Jenkins Announces New Subsidiary, Advisory Information Technology, LLC

February 20, 20204 min

Top 100 accounting firm Mauldin & Jenkins, LLC is pleased to announce the addition of Advisory Information Technology, LLC (AdIT) as a new subsidiary. Atlanta-based AdIT will augment Mauldin & Jenkins’ current IT capabilities to expand the depth of technology-related offerings the firm provides. AdIT brings a strong track record of delivering a robust set of technology and financial services to clients in diverse industries, helping them enhance processes and increase efficiency while minimizing risk,...

by Chandrima S.

Business Tools

Walt Ramsey Joins Alchemy Advisory Board

February 19, 20203 min

Alchemy Technologies, a leading FinTech infrastructure development company based in American Fork, Utah welcomes Walt Ramsey to its Advisory Board Alchemy Technologies, a leading FinTech infrastructure development company based in American Fork, Utah welcomes Walt Ramsey to its Advisory Board. Walt Ramsey previously served as the CEO of Liberty Lending, a New York-based personal financing company where he grew the portfolio from less than $70 million to over $120 million in 6 months. Prior to...

by PRNewswire

Accounting

StrategyCorps Named 2020 Best Places to Work in Financial Technology

February 19, 20203 min

NASHVILLE, Tenn., Feb. 17, 2020 /PRNewswire/ — StrategyCorps, a Nashville-based company, has been named one of the 2020 Best Places to Work in Financial Technology. American Banker’s annual program identifies the best employers in financial technology and provides organizations with feedback from their workers. Employees from a wide selection of fintech companies were surveyed about their job satisfaction and work environment to determine the results of the competition. StrategyCorps is an industry-leading provider of consumer...

by PRNewswire

Financial Software

Top Fintech Software Development Companies, According to Software Developers Rating Platform

February 19, 20202 min

Global fintech adoption has reached 64% as of 2019, more than doubling the adoption rate of 31% reported for 2017 in major global markets. Furthermore, nearly all SME adopters (98%) claim that their company regularly reviews technological tools and software to ensure that they are the most suitable options. Fintech software development companies create these software solutions, helping banks, credit companies, fintech startups and more to meet their business needs. SoftwareDevelopmentCompany.co, a B2B marketplace connecting...

by PRNewswire

Accounting

MineralTree Named to Arizent’s 2020 Best Places to Work in Financial Technology

February 19, 20205 min

MineralTree, a market-leading Accounts Payable and Payment Automation solution provider, has been named one of the 2020 Best Places to Work in Financial Technology. The awards program was created in 2017 and is a project of Arizent and Best Companies Group. This annual survey and awards program is designed to identify, recognize, and honor the best employers in the financial technology industry. Companies recognized on this year’s list operate in and serve companies and consumers...

by PRNewswire

Financial Software

STG Announces Partnership with Infosys Finacle

February 18, 20204 min

Summit Technology Consulting Group (“STG”), a leading fintech and cloud modernization firm, today announced a collaboration with Infosys Finacle, part of EdgeVerve Systems, a wholly owned subsidiary of Infosys (NYSE: INFY), and Amazon Web Services (AWS) to bring Finacle’s leading Digital Banking Suite to community financial institutions in the United States. This announcement was made at the ABA Community Bankers Conference in Orlando on February 11th, to an audience of over 1,000 banking executives from...

by PRNewswire

Accounting

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

February 18, 20206 min

Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, today announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the first in a series of game-changing features that Timeline will announce this year that will completely transform the relationship between the end client and his/her financial planner. Livetrack helps financial planners and their clients visualize how a retirement...

by BusinessWire

Accounting

Orion Advisor Tech Announces Updates to Connect Integration on Salesforce AppExchange

February 17, 20206 min

Orion Advisor Technology (Orion), the premier provider of financial advisor technology and investment solutions, today announced it has updated the Orion Connect integration on Salesforce AppExchange, enabling advisors to work more efficiently through a more flexible and customizable data sync. The upgrade offers advisors increased options for data mapping, faster delta syncs, and supportive error message prompting—so they can access their data how they want, and more quickly. Built on the Salesforce Platform, Orion is currently...

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