Search Results for: tax management

Goldman Sachs, MSCI, and Coin Metrics Collaborate to Introduce Datonomy, a Taxonomy of Digital Assets
Digital Asset Management News

Goldman Sachs, MSCI, and Coin Metrics Collaborate to Introduce Datonomy, a Taxonomy of Digital Assets

Fintech News Desk
The new framework for digital assets classification is designed to provide investors, service providers, developers, and researchers a way to help monitor market trends, analyze portfolio risk and returns, and help build new products Goldman Sachs, MSCI, and Coin Metrics announced the launch of datonomy, a new classification system for......
Yokoy and Blue dot Partner to Provide End-to-End VAT Recovery and Taxable Employee Benefits Automation
Artificial Intelligence Finance News

Yokoy and Blue dot Partner to Provide End-to-End VAT Recovery and Taxable Employee Benefits Automation

Fintech News Desk
The partnership offers unmatched control over business expenses with digitalized VAT compliance management and TEB benefits automation Blue dot, a leading tax platform for employee-driven spend for VAT recovery and Taxable Employee Benefits analysis, announced a partnership with Yokoy, the provider of an all-in-one solution to automate spend management for midsize and enterprise companies......
VentureCount Announces Partnership with West Coast Outsourced CFO, Accounting and Tax Provider
Finance Fintech News

VentureCount Announces Partnership with West Coast Outsourced CFO, Accounting and Tax Provider

Fintech News Desk
VentureCount Services, LLC  announced a strategic partnership with Boost Holdings, LLC and affiliated entities. The Company provides full-spectrum finance and accounting services to clients nationwide from its offices in Washington, D.C., California and Bangalore, India. Based in Roseville, California and led by Mario Curci, Boost offers strategic Chief Financial Officer services, merger and acquisition (“M&A”) advisory......
FlexShopper, Announces Exclusive Relationship with Liberty Tax
Finance News

FlexShopper, Announces Exclusive Relationship with Liberty Tax

Fintech News Desk
FlexShopper,, a leading national online lease-to-own (“LTO”) retailer and financing solutions provider, announced an exclusive long-term marketing relationship with Liberty Tax corporate and franchisee locations. This relationship will allow FlexShopper to offer its consumer loans in Liberty Tax locations across the United States, as well as via the Liberty Tax......
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
Fintech News

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Fintech News Desk
Morgan Stanley Wealth Management announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. The updates are part of the E*TRADE integration as Morgan Stanley seeks to......
AppDirect Collaborates With Intuit to Expand Distribution of Business Management Solutions
B2B News

AppDirect Collaborates With Intuit to Expand Distribution of Business Management Solutions

Fintech News Desk
QuickBooks Online is now available on the AppSmart Marketplace for technology advisors AppDirect, the world’s leading B2B subscription commerce platform, announced that they are collaborating with Intuit to expand distribution of business management solutions. Intuit, the global financial technology platform behind QuickBooks, TurboTax, Mint, Credit Karma, and Mailchimp, will immediately......
Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp.
Investment Services News

Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp.

Fintech News Desk
New strategic investment in EPC Power, the only U.S.-based provider of an end-to-end power conversion solution, helps fuel the U.S. economy’s clean energy transition EPC Power Corp., a leading North American supplier of high-performance, utility-scale, smart inverters, announced the Sustainable Investing business within Goldman Sachs Asset Management (Goldman Sachs) and......
insightsoftware Integrates CXO and Longview Solutions, Delivering Deeper Business Intelligence for Finance and Tax Teams
Finance News

insightsoftware Integrates CXO and Longview Solutions, Delivering Deeper Business Intelligence for Finance and Tax Teams

Fintech News Desk
Integration will help finance professionals understand their data and make critical business decisions insightsoftware, a global provider of reporting, analytics, and performance management solutions, announced the integration of its CXO EPM reporting solution and the suite of Longview solutions. The pairing of CXO’s purpose-built, web-based Enterprise Performance Management (EPM) reporting and Longview’s......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Asure Announces Integration with PrismHR to Deliver Payroll Tax Filing System and Services to PEO and ASO Markets
Finance News

Asure Announces Integration with PrismHR to Deliver Payroll Tax Filing System and Services to PEO and ASO Markets

Fintech News Desk
PrismHR customers gain access to Asure’s standalone tax filing solution with flexible SaaS-based delivery, intuitive 24/7 interface, and deep payroll tax industry expertise Asure Software, Inc. a leading provider of cloud-based Human Capital Management (“HCM”) software solutions, today announced it has entered an agreement to be a preferred provider of......
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