Search Results for: tax planning

BPM Partners Places Wolters Kluwer CCH Tagetik in Dominant Category With Excellent Rating in Annual Vendor Landscape Matrix
Business Fintech News

BPM Partners Places Wolters Kluwer CCH Tagetik in Dominant Category With Excellent Rating in Annual Vendor Landscape Matrix

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals announced it has been recognized as a ‘dominant’ vendor with an overall ‘excellent’ rating in the 2020 BPM Partners North American Vendor Landscape Matrix for Performance Management. Read......
FinancialForce Summer 2020 Release Fast-Tracks Intelligence, Analytics, and Insights for Finance and Services Teams Responding to the Pandemic
Fintech News Robotic Process Automation

FinancialForce Summer 2020 Release Fast-Tracks Intelligence, Analytics, and Insights for Finance and Services Teams Responding to the Pandemic

Fintech News Desk
by Fintech News Desk0
 FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), announced its Summer 2020 Release featuring critical new capabilities to provide organizations with greater intelligence and resource visibility for today’s evolving business environment. Scheduled for general availability on July 8, the Release will help organizations make more informed......
Wolters Kluwer CCH Forward Together Virtual Conference Will Focus on Helping Accounting Firms Navigate Change
Artificial Intelligence Fintech News

Wolters Kluwer CCH Tagetik inTouch Online Conference Inspires CFOs to Evolve NOW with Solutions for Today and for a Future of Accelerated Financial Transformation

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals hosted more than 2000 participants at its 2020 CCH Tagetik inTouch Online User Conference under the theme Evolve NOW. Targeting today’s pressing concerns and the accelerated changes required to......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Steward Partners Welcomes New Advisory Team in New York
Business Fintech News

Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
Alissia Pope Named to North Bay “Women in Business” List
Business Fintech News

Alissia Pope Named to North Bay “Women in Business” List

Fintech News Desk
by Fintech News Desk0
BPM’s Commitment to Female Leaders Gains Further Recognition BPM, one of the 50 largest public accounting and advisory firms in the country, announced that Alissia Pope, Director of Tax, has been selected as one of the North Bay Business Journal’s 2020 “Women in Business,” which recognizes 17 of the most outstanding female......
Cegid's Customer Satisfaction Rises Nearly 10% Using Genesys Cloud
Business Fintech News

Cegid’s Customer Satisfaction Rises Nearly 10% Using Genesys Cloud

Fintech News Desk
by Fintech News Desk0
With hundreds of thousands of customers across 75 countries, Cegid is a leader in business management solutions for accounting, finance and tax, payroll and human resources, Enterprise Resource Planning (ERP) and retail. The company is the third ranked software as a service provider in France and has earned a reputation as an......
Expensify Commits $3 Million a Year to Fight Injustice, Calls for Volunteers to Receive up to $100,000 in Funding
Fintech News

Expensify Introduces Concierge Travel, Optimized with COVID-19 Safety Features and Rescue Services for Business Travelers

Fintech News Desk
by Fintech News Desk0
Expensify, the world’s most popular expense management platform, announced Concierge Travel, the first-of-its-kind virtual travel assistant. Concierge Travel puts safety first in a global environment brimming with COVID-19 concerns. Expensify cardholders can book flights, hotels, and rental cars for free simply by having a chat with Concierge on Expensify’s platform.......
SAFE Federal Credit Union Launches Fully Virtual Symitar Core Conversion
Fintech News

SAFE Federal Credit Union Launches Fully Virtual Symitar Core Conversion

Fintech News Desk
by Fintech News Desk0
 Jack Henry & Associates, is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Its Symitar division announced that SAFE Federal Credit Union has converted to the Episys platform. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing Coronavirus Crisis The $1.1 billion-asset credit......
Banks Encouraged to View Basel IV as Catalyst for Greater Productivity in Wolters Kluwer White Paper
Banking Fintech News Risk Management

Banks Encouraged to View Basel IV as Catalyst for Greater Productivity in Wolters Kluwer White Paper

Fintech News Desk
by Fintech News Desk0
Banks that take a wait and see approach to Basel IV are likely to face higher costs and added travails in implementation, as well as fewer commercial benefits in the years ahead. That’s according to a new white paper from Wolters Kluwer’s Finance, Risk & Reporting (FRR) business that reveals how banks......
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