Search Results for: tax management

d1g1t Unveils Wealth Management Billing Solution
Analytics Finance Fintech News Risk Management

d1g1t Unveils Wealth Management Billing Solution

PR Newswire
by PR Newswire0
Flexible, scalable revenue management solution drives operational excellence d1g1t, a leading wealth management technology company announced the launch of its revenue management and billing solution which is fully integrated into the company’s flagship enterprise wealth management platform. Meeting the needs of different types of wealth management firms, d1g1t’s billing solution......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
SafeSend Announces SafeSend One: New AI-Powered Tools for Tax and Accounting Professionals
Artificial Intelligence News

SafeSend Announces SafeSend One: New AI-Powered Tools for Tax and Accounting Professionals

Cision PRWeb
by Cision PRWeb0
SafeSend, the leading provider of automation technology for tax and accounting professionals, announced the launch of SafeSend One featuring the groundbreaking Next Gen Gather AI. SafeSend One the next evolution of the SafeSend Suite, automates the entire tax process, from taxpayer document gathering, integrations with tax preparation leaders, to tax......
Tanager Partners With FDL To Enhance Tax Reporting Services For British-American Families
Fintech Investment Services News

Tanager Partners With FDL To Enhance Tax Reporting Services For British-American Families

Fintech News Desk
by Fintech News Desk0
Wealth Management LLP (Tanager) – a wealth management firm helping transatlantic families and US-connected persons with their financial planning and investment needs – has announced a new agreement with Financial Software Ltd (FSL) to provide enhanced tax reporting services through FSL’s market-leading investment tax management solution, CGiX.  Under the agreement,......
Stax Payments Appoints Valentin Neiconi as Chief Risk Officer
Finance Fintech News

Stax Payments Appoints Valentin Neiconi as Chief Risk Officer

Business Wire
by Business Wire0
Risk and fraud executive brings over a decade of experience to elevate processes to drive more frictionless experience for merchants and partners Stay Payments, a leading payment technology provider, has appointed Valentin Neiconi as Chief Risk Officer. Neiconi brings more than 15 years of experience in risk and fraud management......
Wolters Kluwer launches CCH Tagetik Tax Provision & Reporting Solution
Finance Fintech News

Wolters Kluwer launches CCH Tagetik Tax Provision & Reporting Solution

Business Wire
by Business Wire0
New solution bridges the gap between financial and group tax reporting Wolters Kluwer, a global leader in information, software, and services for professionals, today announced that it has launched CCH® Tagetik Tax Provision & Reporting. This new solution supports companies that are seeking to streamline group tax provision and accounting processes......
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
Wio Bank and Fiskl Embark on Groundbreaking Journey to Redefine Financial Management with AI
Artificial Intelligence Banking Finance Fintech News

Wio Bank and Fiskl Embark on Groundbreaking Journey to Redefine Financial Management with AI

EIN Presswire
by EIN Presswire0
Wio-Fiskl: Unleashing the Power of AI for UAE SME Accounting Wio, the region’s first platform bank, today announced a groundbreaking partnership with Fiskl, an AI global accounting platform, marking a significant step forward in advancing digital banking and AI-powered financial management solutions. This collaboration leverages Wio’s world-class banking APIs to......
Amplify Life Insurance Secures $20M Series B Funding to Offer Tax-Efficient Financial Wellness to an Underserved Market
InsurTech News

Amplify Life Insurance Secures $20M Series B Funding to Offer Tax-Efficient Financial Wellness to an Underserved Market

PR Newswire
by PR Newswire0
Amplify Life Insurance, a leading digital platform revolutionizing wealth-building through permanent life insurance, announced it has secured $20M in a Series B funding round co-led by Crosslink Capital and Anthemis. New investors Moneta Ventures and Evolution Ventures joined the round, with continued support from existing investors Greycroft, Munich Re Ventures, and......
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