Search Results for: tax management

Changebridge Capital Launches Two Actively Managed ESG ETFs
Fintech News

Changebridge Capital Launches Two Actively Managed ESG ETFs

Fintech News Desk
by Fintech News Desk0
 Changebridge Capital, a Boston-based asset manager specializing in active management powered by quantitative and fundamental analysis, recently announced the launch of its first two ETFs, CBLS and CBSE. Read More: New Union Bank Survey Finds U.S. Consumers Willing To Spend More To Support Small Businesses This Holiday Season The Changebridge Capital......
Piper-Sandler-Expands-Public-Finance-Investment-Banking-with-the-Addition-of-Special-District-Group
Banking Fintech News

Piper Sandler Expands Public Finance Investment Banking With The Addition Of Special District Group

Fintech News Desk
by Fintech News Desk0
Piper Sandler Companies (NYSE: PIPR), a leading investment bank, is pleased to announce the addition of a special district group to its public finance investment banking business. Sam Sharp and Zach Bishop will join the firm as managing directors for the special district group, bringing deep industry experience with a......
FreshBooks-Ramps-Up-Its-Focus-on-the-UK-Small-Business-Market_-Announcing-a-Partnership-with-Barclays_-and-Launching-a-Suite-of-New-Features
Business Fintech

FreshBooks Ramps Up Its Focus On The UK Small Business Market, Announcing A Partnership with Barclays And Launching A Suite of New Features

Fintech News Desk
by Fintech News Desk0
FreshBooks, the #2 small business accounting software in America with paying customers in 100+ countries, announced that it has partnered with Barclays to bring joint solutions to UK customers in an effort to help small business owners in the UK on a larger scale. The two organizations are working on......
Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
by Tanika Mehrotra0
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
FNZ TO ACQUIRE SILICA FROM NINETY ONE
Fintech News

FNZ TO ACQUIRE SILICA FROM NINETY ONE

Fintech News Desk
by Fintech News Desk0
The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market. FNZ, a leading global wealth management platform with over €700 billion in assets under administration, has agreed to acquire South African third-party administration firm Silica from Ninety One. Read More: Tribe......
Swapfolio Launches Alpha Product and Portfolio Manager for Uniswap Users
Business Fintech News

Swapfolio Launches Alpha Product and Portfolio Manager for Uniswap Users

Fintech News Desk
by Fintech News Desk0
Swapfolio, a portfolio management application for Uniswap traders, has officially launched its alpha product equipped with a portfolio manager, personalized price monitoring, trading assistance, and sponsored listings. The application is one of the more popular Uniswap tools on the market, praised for its ease of use and UX. Read More:......
Wolters Kluwer Compliance Solutions Wins Three International Business Awards
Artificial Intelligence Banking Business Fintech Investment Services News

Wolters Kluwer Expert Solutions Lauded With Gold And Silver 2020 Golden Bridge Awards

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting today announced that three of its innovative cloud-based expert solutions were recognized in the 2020 Golden Bridge Awards. CCH Axcess™ Client Collaboration received a Gold Award in the Collaboration and Web Tools Innovation category, the TeamMate+ global expert solution was recognized with a Gold Award......
Ostendio Expands MyVCM Auditor Connect Marketplace with DGC Partnership
Business Fintech News Risk Management

Ostendio Expands MyVCM Auditor Connect Marketplace with DGC Partnership

Fintech News Desk
by Fintech News Desk0
Ostendio Inc., a leading provider of integrated risk management software, today announced the continued growth of the MyVCM Auditor Connect marketplace with DGC (DiCicco, Gulman & Company LLP), an accounting, tax and business advisory firm, joining MyVCM Auditor Connect™. This groundbreaking marketplace offers customers more choices in their third-party security and risk management......
Ivalua Awarded Best P2P Specialist Provider at World Procurement Awards 2020
Business Fintech News

Ivalua Awarded Best P2P Specialist Provider at World Procurement Awards 2020

Fintech News Desk
by Fintech News Desk0
2nd consecutive year award given to Ivalua, continuing widespread recognition of Ivalua technology by industry leaders and analysts Ivalua, a leading provider of global Spend Management cloud solutions, today announced that it has been awarded as the Best P2P Specialist Provider by an independent panel of industry veterans at the 2020 World Procurement Awards.......
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