Search Results for: tax management

Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Fintech News

Avalara Announces 16 Newly Certified Integrations into Business Applications

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 16 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Avalara has been a partner-centric company since its founding in 2004, with a concerted focus on integrating......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
Amazon Sellers Gain Breakthrough Financial Solutions With Alta by Helium 10
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Amazon Sellers Gain Breakthrough Financial Solutions With Alta by Helium 10

Fintech News Desk
by Fintech News Desk0
With Helium 10 Alta, Amazon sellers now have access to powerful financial solutions that include a robust digital wallet, rapid approval credit lines, daily advances on Amazon payments, international direct payment and tax management. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo “We know e-commerce......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Melius Investment's 'Next Generation' EAM Portfolios to Join Smartleaf's Model Hub
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Melius Investment’s ‘Next Generation’ EAM Portfolios to Join Smartleaf’s Model Hub

Fintech News Desk
by Fintech News Desk0
Smartleaf, one of the industry’s leading Overlay Management platforms, and MIGMIR LLC, dba Melius Investments, an RIA built upon the power and promise of Ensemble Active Management, are pleased to announce that Melius’s EAM Portfolios are being added to Smartleaf’s model hub. Read More: Bank of Montreal, Motley Fool, Pernod......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Business Fintech News Robotic Process Automation

Avalara Announces 20 Newly Certified Integrations Into Business Applications

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 20 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms Avalara......
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
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Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
by Fintech News Desk0
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
Intuit Introduces Intuit Enterprise Suite to Help Businesses Grow, Streamline Operations, and Scale
Finance Fintech News

Intuit Introduces Intuit Enterprise Suite to Help Businesses Grow, Streamline Operations, and Scale

Business Wire
by Business Wire0
Intuit further expands mid-market offerings with an all-in-one solution that serves larger and more complex businesses and fuels their growth Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced a major milestone to accelerate its offerings for mid-market businesses with the introduction......
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