Search Results for: tax planning

Fintechs vs. Traditional Banks: Frost & Sullivan Uncovers Who Will Survive the COVID-19 Business Disruption
Blockchain Fintech News

Frost & Sullivan Presents a Strategic Framework for a Blockchain-enabled World

Fintech News Desk
In its study, The Enterprise Blockchain Multiverse—Cross-industry Analysis and Ecosystem Development, 2020–2026, Frost & Sullivan prepares readers for a blockchain-enabled world, laying out a long-range view of potential industry impacts as we race to build the foundations of the next-generation internet—Web 3.0. It sets out a clear, concise and detailed framework for......
Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards
Fintech Investment Services News

Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards

Fintech News Desk
Envestnet, and Investment Advisor magazine have announced their list of finalists for the 2020 Asset Manager and Strategist of the Year Awards. Now in its 16th year, the awards program recognizes high-conviction portfolio managers that exemplify investment management best practices. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as......
Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation
Artificial Intelligence Fintech News

Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation

Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, is advancing the accounting software market space with the launch of Avii Workspace™ 2.0. Read More: Remitly Partners With Alipay to Offer International Remittances Avii Workstation 2.0 is available now, with scheduling, budgeting and reporting enhancements......
eMoney Advisor and Allianz Life Announce New Strategic Partnership
Business Fintech News Risk Management

eMoney Advisor and Allianz Life Announce New Strategic Partnership

Fintech News Desk
Allianz Life now has access to eMoney’s digital planning platform eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced a strategic partnership with Allianz Life Insurance Company of North America (Allianz Life®). The partnership provides Allianz Life with direct access to eMoney’s......
Kasasa Partners with NYDIG to Provide Bitcoin Wallet Capabilities to Community Financial Institutions
Banking Fintech News

Kasasa Study Finds Most U.S. Consumers Want Total Digital Financial Experience

Fintech News Desk
A recent consumer study commissioned by Kasasa revealed that majority of consumers (79%) find it important to have a complete digital experience when selecting a financial institution, highlighting online and mobile technology’s influence in attracting and retaining customers. The 2020 study was conducted online by The Harris Poll on behalf of Kasasa,......
New Stifel Survey Examines Impact of COVID-19 on Global Technology Community
Fintech News

New Stifel Survey Examines Impact of COVID-19 on Global Technology Community

Fintech News Desk
A new Stifel Financial Corp. survey of nearly 300 technology executives, entrepreneurs, and private equity (PE) and venture capital (VC) investors finds most expect the COVID-19 crisis to have a lengthy impact on business operations, leading to a U-shaped economic recession. At the same time, the survey indicates that a......
Charles Schwab Reinforces Its Commitment to Customer Data Protection
Fintech News

Charles Schwab Reinforces Its Commitment to Customer Data Protection

Fintech News Desk
Signs API agreements with several Third Party financial technology companies Charles Schwab announced agreements with Intuit (maker of QuickBooks, TurboTax and Mint), eMoney Advisor (a financial planning software provider), and Envestnet | Yodlee (a leading financial data aggregation and analytics platform), to use Schwab’s “API” (application programming interface) connections. Read......
Logicpath and Loomis Partner to Help Financial Institutions Navigate the Cash Supply Chain Amidst the COVID-19 Pandemic and Beyond
Fintech News

Logicpath and Loomis Partner to Help Financial Institutions Navigate the Cash Supply Chain Amidst the COVID-19 Pandemic and Beyond

Fintech News Desk
New regulatory guidelines for pandemic planning change the supply chain management landscape Logicpath, a leader in fintech software solutions and analytics, partners with Loomis, the largest integrated cash distribution network in the United States, to help financial institutions with ongoing cash supply chain challenges due to COVID-19. Last week, logicpath and......
BlueSnap Expands Global Operations With New European Headquarters and Appointment of EU Board
Fintech News

Astound Commerce and Bluesnap Launch New Salesforce Commerce Cloud Payment Solution

Fintech News Desk
Alliance Showcases the Future of Payment Integration Astound Commerce, the world’s largest privately-held digital commerce agency, has partnered with a leading payment solutions provider BlueSnap, to launch an all-in-one payment platform integrated with Salesforce Commerce Cloud, enabling customers to increase sales and reduce costs. The all-in-one payments platform includes a gateway solution,......
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