New integration boosts real-time prevention to combat sophisticated fraud
Exnet.ai, the AI-driven wealth-management platform owned by Red Matter Capital, announced the launch of its RIA Early-Adopter Program. This initiative invites a select cohort of independent Registered Investment Advisors to deploy hyper-personalized investment strategies via an integrated AI robo-advisory engine and machine-learning predictive-alerts framework—complete with end-to-end client analytics, interactive performance reporting, real-time risk monitoring, and intelligent compliance automation. “Independent advisors must constantly demonstrate value to clients—not just in returns but in transparency and insight,” said...
Azimuth extends relationship with Truist to enhance automation
November 13, 20243 min
Azimuth, a pioneer in compliance automation, announced today that it is growing its strategic partnership with Truist Financial Corp (NYSE: TFC). With this multi-year expansion of their current partnership, Truist will implement Azimuth’s VALIDATOR software, enabling the bank to deploy automated, full-population compliance monitoring across multiple consumer businesses. This multi-year agreement broadens the partnership that began in December 2021 with an investment from Truist Ventures and integration with several of Truist’s individual business lines and products. “Truist is...
Procede Software partners with Avalara to Automate Tax Compliance
September 8, 20235 min
Dealerships that use the Excede dealer management system will be able to calculate sales and use tax directly within the application, resulting in increased accuracy, efficiency, and compliance.
Avalara appoints Meg Higgins as SVP of Global Partners
August 1, 20233 min
Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the appointment of channel leader Meg Higgins as SVP of Global Partners. In her new expanded role, Higgins will be responsible for growing Avalara’s channel and technology partner business to deliver a best-in-class experience. Higgins has been at Avalara for four years and most recently served as VP and GM of Global Partner Business Development and Strategy at Avalara and...
Avalara, Inc., a provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 51 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 with technology solutions already in use by existing and future customers. Avalara certified integration partners have met criteria developed by Avalara for performance and reliability....