Search Results for: tax management

Financial Technology Start-Up Introduces Cloud-Based Title Search Management Software
Fintech Startups News

Financial Technology Start-Up Introduces Cloud-Based Title Search Management Software

Fintech News Desk
by Fintech News Desk15
Industry Association Exec Calls New SaaS “Remarkable” Title Search Management Process Faster with Fewer People A Kentucky-based FinTech start-up recently announced the introduction of their title search management automation software-as-a-service (SaaS), Title Leader www.titleleader.com. The cloud-based technology platform provides automated ordering of title searches for any residential or commercial property in the......
MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific
Investment Services News Trading

MarketAxess Moves to Support Clients’ Sustainable Investment Strategies

Fintech News Desk
by Fintech News Desk0
Launch of “Trading for Trees” Incentive Program Backed by New Green Bond Trading Functionality MarketAxess Holdings Inc., 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 the launch of a “Trading for Trees”......
Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals
Banking Fintech News

Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals

Fintech News Desk
by Fintech News Desk0
Integrations With Trusted Partners Allow Tax Professionals and Their Clients to Grow and Prosper Intuit ProConnect is announcing plans to expand the capabilities in ProConnect Tax Online, Lacerte and ProSeries with new third-party integrations. The expanding partnership ecosystem will give tax professionals access to new tools to deliver on client......
Tulip Partners with Avalara to Automate Tax Compliance
Business Fintech News

Tulip Partners with Avalara to Automate Tax Compliance

Fintech News Desk
by Fintech News Desk1
Tulip, the leader in store associate cloud-based mobile solutions, announced it has partnered with Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes , to offer AvaTax to its customers. Avalara’s “Certified for AvaTax” program features integrations that perform at the highest level, providing......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
by Fintech News Desk0
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
TaxJar Increases Its Footprint with Mid-Market eCommerce Retailers, Tripling Growth with TaxJar Plus in 2019
Business News

TaxJar Increases Its Footprint with Mid-Market eCommerce Retailers, Tripling Growth with TaxJar Plus in 2019

Fintech News Desk
by Fintech News Desk0
TaxJar, the leading sales tax software company for eCommerce businesses and developers, announces unprecedented customer, volume and partnership growth in 2019 driven by its mid-market product TaxJar Plus. During the Black Friday/Cyber Monday holiday weekend, TaxJar supported more than $2.3B in Gross Merchandise Volume (GMV) and facilitated sales tax collection and reporting......
Altruist Offers 5.10% APY with New Cash Accounts–11x the National Average
Finance Fintech News

Altruist Offers 5.10% APY with New Cash Accounts–11x the National Average*

Business Wire
by Business Wire0
In addition to 5.10% APY, Altruist Cash users get access to FDIC insurance through partner banks—up to $1 million for individual accounts and $2 million for joint accounts—and same day transfers. Altruist, the modern custodian for RIAs, launches Altruist Cash, its native cash management solution. The announcement comes just weeks......
Industry Leaders Magic Tavern and Aptoide Announce Strategic New Partnership
Fintech News

Magic Tavern and Aptoide Announce New Partnership

PR Newswire
by PR Newswire0
Magic Tavern, the wildly successful mobile game developer and publisher, and Aptoide, the leading alternative app store, announced a new partnership to integrate Magic Tavern’s games with Catappult, Aptoide’s distribution platform. This partnership will give Magic Tavern access to Aptoide’s global user base of over 150 million monthly active users,......
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