Search Results for: tax management

InsurTech News

Digital and New Business Capabilities are Driving Mid- to Large-Size Life Insurers’ Modernization: Novarica CIO Study

Fintech News Desk
by Fintech News Desk0
In a new research report underwritten by Equisoft, Novarica presents the findings of an interview series conducted with mid- to large-size US life insurance carriers to identify the key drivers for policy administration system modernization projects, as well as the major factors that determine their success. Read More: TerraPay Announces Readiness......
Fintech News

My Financial Coach To Provide Financial Planning Offering To MDVIP Affiliated Physicians

Fintech News Desk
by Fintech News Desk0
My Financial Coach (MFC) announces a new partnership with MDVIP, the national leader in membership-based healthcare. MFC will offer financial planning as a benefit to MDVIP-affiliated physicians by applying the expertise of its extensive team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to provide education and impartial advice such as tax planning,......
GEP Launches AI-driven AP Automation Platform To Significantly Cut The Cost Of Accounts Payable Operations
Artificial Intelligence Fintech News

GEP Launches AI-driven AP Automation Platform To Significantly Cut The Cost Of Accounts Payable Operations

Fintech News Desk
by Fintech News Desk0
 GEP, a leading provider of procurement and supply chain strategy, software and managed services to Fortune 500 and Global 2000 enterprises worldwide, announced the launch of its next-gen accounts payable (AP) automation platform to address the market’s need for a cloud-native solution that leverages artificial intelligence and machine learning to......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

Fiduciary Trust International Rolls Out a Digital Vault, Enabling Clients to Securely and Efficiently Share Documents

Fintech News Desk
by Fintech News Desk0
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has introduced a new “digital vault” for encrypted document-sharing. This innovation, implemented in partnership with cloud content management leader, Box, is Fiduciary Trust International’s latest digital solution to improve the wealth management experience. Read More: GlobalFintechSeries Interview......
Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
Cryptocurrency Investment Services News

AltoIRA Names Tara Fung Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Alternative investment IRA platform adds financial technology leader as growth rate jumps five times AltoIRA, a technology platform that simplifies and streamlines the process for investors to add alternative assets to their IRAs, announced today that Tara Fung has joined the company as Chief Commercial Officer. The appointment comes as AltoIRA expands......
Tricor Welcomes New Laws That Amplify Hong Kong’s Role as Leading Asian Fund Hub
Fintech Fintech Funding News

Tricor Welcomes New Laws That Amplify Hong Kong’s Role as Leading Asian Fund Hub

Fintech News Desk
by Fintech News Desk0
Tricor Group (Tricor) congratulates the Hong Kong Government for boosting the city’s role as a major Asian private equity hub by introducing the long-awaited Limited Partnership Fund Bill (LPF regime) which should become legislation on August 31. Read More: GIACT Donates Identity and Account Verification Services to the Brave of Heart......
Mazars USA Announces it's a Microsoft Certified Partner
Business Fintech News

Mazars USA Announces it’s a Microsoft Certified Partner

Fintech News Desk
by Fintech News Desk0
 Mazars USA LLP, a leading accounting, tax, and consulting firm, announced its acceptance into the Microsoft Partner Program. This Program recognizes Mazars as a premier partner for delivering digital solutions and system integration services to help the firm’s global clients achieve business agility, efficiency, and growth. Mazars will attend the virtual 2020......
Lee A. Spirer, President and CEO of CIBT Global, Named to Ryan’s Board of Managers
Business Fintech News

Lee A. Spirer, President and CEO of CIBT Global, Named to Ryan’s Board of Managers

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced that Lee A. Spirer has been named to the Ryan Board of Managers. Mr. Spirer brings additional strategic perspective to the board, with extensive experience driving change, digitizing businesses, and creating superior return on investment. He has worked with a wide range......
AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
Business Fintech News Risk Management

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19

Fintech News Desk
by Fintech News Desk0
The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ever-changing financial planning landscape. The best practices and cutting-edge strategies emerging from these uncertain times will be shared at the AICPA Advanced Personal Financial Planning (PFP) Conference......
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