Search Results for: tax compliance

Insights News Technology

ESW Named BigCommerce Preferred Technology Partner

Fintech News Desk
ESW announced it has been named a BigCommerce Preferred Technology Partner, providing tens of thousands of BigCommerce merchants access to ESW’s direct-to-consumer (DTC) global ecommerce solutions. Beginning today, BigCommerce customers can integrate ESW’s service through the BigCommerce App Marketplace. “Our partnership with ESW further illustrates our commitment to providing merchants access......
J.P. Morgan Wealth Management Introduces QuickDeposit for Investments
Investment Services News

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Fintech News Desk
Clients can fund their investment accounts more easily and quickly via the mobile app J.P. Morgan Wealth Management launched QuickDeposit for Investments, enabling all clients to conveniently deposit checks into their investment accounts anytime from their phone. “QuickDeposit for banking has always been one of our most popular features” Now clients......
TrustRadius Announces New Partnerships to Better Serve Tech Buyers' Expectations
B2B News Security

TrustRadius Announces New Partnerships to Better Serve Tech Buyers’ Expectations

Fintech News Desk
Six new TrustRadius partners help technology providers cater to the self-serve buyer with interactive demos and automated security documentation at no extra cost TrustRadius, the B2B technology decisioning platform, recently partnered with six companies to enhance self-serve capabilities for buyers. According to the 2022 B2B Buying Disconnect report, virtually 100% of buyers......
MDT Partners with Comply-YES!, Helping Credit Unions Strengthen Regulatory Posture
Compliance management News

MDT Partners with Comply-YES!, Helping Credit Unions Strengthen Regulatory Posture

Fintech News Desk
CUSOs team up to help credit unions better navigate the regulatory landscape Member Driven Technologies (MDT), a CUSO that hosts the Symitar core processing system from Jack Henry™ to provide a private cloud alternative for core processing and IT needs, announced that it has partnered with Comply-YES!, a CUSO that provides compliance......
IMM and Superior Partner to Deliver Advanced Platform for Community Financial Institutions
Finance Fintech News

IMM and Superior Partner to Deliver Advanced Platform for Community Financial Institutions

Fintech News Desk
Fintech providers join forces to integrate embedded eSignatures within industry’s most advanced, cloud-based support services and tax reporting for retirement and health savings accounts IMM, the only eSignature provider specializing in eSignature and digital transaction solutions exclusively for financial institutions, and Superior IRA & HSA (Superior), the industry’s first fintech firm......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Bitwave Closes $15 Million Series A Funding Round Led by Hack VC and Blockchain Capital
Cryptocurrency Digital Asset Management News

Bitwave Closes $15 Million Series A Funding Round Led by Hack VC and Blockchain Capital

Fintech News Desk
The Funds Will Contribute to the Launch of Bitwave Institutional, an Accounting and Compliance Platform for Financial Services Firms Using Digital Assets Bitwave, the first enterprise-focused digital asset finance platform designed to manage the intersection of cryptocurrency tax, accounting, and compliance, announced that it has closed a $15 million Series......
Nordic Banks Accelerate Changes Amid Market Shake-up
Banking Finance News

Nordic Banks Accelerate Changes Amid Market Shake-up

Fintech News Desk
Traditional banks are modernizing internal and customer-facing technologies to compete with new payment, investment and lending alternatives, ISG Provider Lens report says Banks in the Nordics are going through significant technology and business transitions, moving from legacy systems to new cloud-based platforms and products in response to new competition and......
EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
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