Search Results for: tax management

Ryan Helps West Texas Centers Secure $6 Million in New Markets Tax Credits
Fintech News

Ryan Helps West Texas Centers Secure $6 Million in New Markets Tax Credits

Fintech News Desk
Ryan, a leading global tax services and software provider, recently secured $6 million in New Markets Tax Credits (NMTC) for West Texas Centers (WTC), a not-for-profit community center that provides a wide array of mental health and intellectual and developmental disability services. Read More: Leonteq Opens Milan Office WTC serves more than......
Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms
Fintech News

Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms

Fintech News Desk
Previously known as AccountingTax.com, the company has rebranded to bring all of its products and services under one all-encompassing new name Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its new brand. Formerly AccountingTax.com, the company has rebranded to bring all......
Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors
Fintech InsurTech News

Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors

Fintech News Desk
Allianz Advisory Solutions is designed to help advisors address risk in today’s challenging market Allianz Life Insurance Company of North America (Allianz Life®), announces the expansion of its advisory channel services with the formal launch of Allianz Advisory Solutions, an expanded suite of products and services built specifically for Registered Investment Advisors (RIAs)......
J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios
Business Fintech News Trading

J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios

Fintech News Desk
Solution combines J.P. Morgan’s diversified model portfolios with 55ip’s automated tax technology J.P. Morgan Asset Management and 55ip are pleased to announce a new partnership providing advisors with the ability to easily and efficiently transition clients into J.P. Morgan model portfolios using 55ip’s automated tax technology. The new co-branded solution also will......
CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
Banque De Luxembourg Integrates Marketaxess’ Axess IQ Order & Execution Workflow Solution
Fintech News Trading

Banque De Luxembourg Integrates Marketaxess’ Axess IQ Order & Execution Workflow Solution

Fintech News Desk
Axess IQ enhanced with MarketAxess’ automated trading capabilities MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, announced today that Banque de Luxembourg, a leading private banking and wealth management......
MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific
Banking Business Fintech News Trading

MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific

Fintech News Desk
MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, today announced the appointment of Riad Chowdhury as Head of Asia Pacific, effective September 23, 2020. Read More: EPAM Continuum......
SimpleLegal Partners with Fender® for Matter Management and Legal Spend Management
Fintech News

SimpleLegal Partners with Fender® for Matter Management and Legal Spend Management

Fintech News Desk
Fender® Selects SimpleLegal for its Superior User Experience, Efficiency and Analytics that Inform Strategic Business Decisions SimpleLegal, a modern legal operations software provider, announced that Fender Musical Instruments Corporation (FMIC), the world’s leading guitar brand, has gone live with its legal spend management and matter management solution. The SimpleLegal implementation, completed......
Bento for Business Launches Enhanced Accounting Features to Simplify Bookkeeping and Radically Speed up End of the Month Reconciliation
Business Fintech News

Bento for Business Leverages A.I. to Revolutionize Expense Receipt Management

Fintech News Desk
New features of leading spend management platform help small and mid-sized businesses save time and money. Bento for Business (“Bento”), award-winning SMB fintech solution, launched a suite of new platform enhancements that transforms how businesses manage and reconcile expense receipts. The most innovative of these features is AutoMatch, which utilizes A.I.......
TCV Makes Strategic Growth Investment in Global Spend Management Leader Oversight
Artificial Intelligence Capital Markets Fintech Investment Services News Risk Management

TCV Makes Strategic Growth Investment in Global Spend Management Leader Oversight

Fintech News Desk
Oversight, the global leader in spend management technology, announced its acquisition by TCV, one of the largest growth equity firms backing private and public technology companies. The investment and expertise from TCV are expected to help Oversight expand its product innovation and build upon its market-leading portfolio of enterprise spend......
1