Search Results for: tax planning

Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
by Fintech News Desk0
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
Expansion Capital Group Named Among ‘Best Places to Work in Financial Technology in 2020’
Banking Fintech News

Expansion Capital Group Named Among ‘Best Places to Work in Financial Technology in 2020’

Fintech News Desk
by Fintech News Desk0
ECG Earns National Award for the Second Year in a Row For the second year in a row, Arizent named Sioux Falls’ Expansion Capital Group (ECG) among the ‘Best Places to Work in Financial Technology in 2020.’ ECG was selected out of hundreds of companies nationwide for its high-scoring workplace policies, practices, philosophy, systems, demographics, and......
SmartBiz Loans Named a Best Place to Work in Financial Technology 2020
Banking News

SmartBiz Loans Named a Best Place to Work in Financial Technology 2020

Fintech News Desk
by Fintech News Desk0
Award reflects company-wide commitment to collaboration at every level Selective list named only 49 companies across entire FinTech landscape SmartBiz Loans has been named one of the 2020 Best Places to Work in Financial Technology. This is the 3rd year in a row SmartBiz Loans has earned this distinction. SmartBiz Loans is the......
Apps Associates Acquires New Hampshire-Based Strafford Technology
Business News

Apps Associates Acquires New Hampshire-Based Strafford Technology

Fintech News Desk
by Fintech News Desk13
Leader in Cloud Migration and Managed Services Strengthens Oracle Enterprise Performance Management (EPM) Expertise, Deepening Support for Oracle Customers’ Journey to the Cloud Apps Associates, an expert Oracle cloud migration and managed services provider, announced it has entered into a definitive agreement to acquire New Hampshire-based Strafford Technology (Strafford), a leading......
Avii, What Their SaaS and Accounting Software Platform
Business Fintech News

Avii Unified Workspace for Accounting Unveils Four New Solution Sets, Appoints Stuart Dean to VP Sales, at Silicon Slopes #TechSummit2020

Fintech News Desk
by Fintech News Desk8
-Company Is Expanding the Industry’s Most Interconnected Practice Management Platform With Solution Sets for Client Portal, Secure Document Exchange, Projects, Tasks and Workflow, and Resource Planning- Avii , provider of the Avii Workspace unified SaaS platform for tax, audit, advisory, compliance and management consulting firms, is expanding rapidly in 2020,......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor
Banking News

Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor

Fintech News Desk
by Fintech News Desk0
Blucora, Inc., a leading provider of tax-smart financial solutions that empower people’s goals, announced that Davinder Athwal, Chief Financial Officer, will be stepping down from his role at the company, effective January 31, 2020, and will then be available in an advisory capacity through 2020. “Since Davinder joined Blucora two......
CSI Appoints Brian K. Brown as Chief Financial Officer
Banking Mobile Banking

CSI Appoints Brian K. Brown as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Computer Services, Inc. announced that Brian K. Brown has been appointed the Company’s Chief Financial Officer, effective immediately. Mr. Brown previously served as interim CFO. “I am pleased to announce that Brian Brown has been named CSI’s new Chief Financial Officer,” stated Steven A. Powless, chairman and CEO of CSI.......
Centene Corporation Announces 2020 Guidance
B2C Fintech News

Centene Corporation Announces 2020 Guidance

Fintech News Desk
by Fintech News Desk1
Centene Corporation announced its 2020 financial guidance. Total revenues are expected to be $78.6 billion to $79.4 billion, and diluted earnings per share are expected to be $4.17 to $4.33. Adjusted diluted earnings per share for 2020 are expected to be $4.64 to $4.84. Read More: Personetics Joins the AWS Partner Network Global Startup Program For its 2020......
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