Search Results for: tax expert

Banking News

Rosedale Federal Savings and Loan Selects KlariVis Data Analytics Platform

Fintech News Desk
by Fintech News Desk0
KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that Rosedale Federal Savings & Loan Association (Rosedale Federal) selected KlariVis for their data analytics platform. KlariVis compiles and aggregates high-value, actionable data to provide community banks timely insights into factors that drive loan, deposit and revenue......
Fintech News

Sezzle Appoints Former PayPal Executive Reid Bork to Lead Enterprise Sales

Fintech News Desk
by Fintech News Desk0
Leadership addition comes on the heels of strong company growth and a heightened focus on expanding large retail accounts (ASX:SZL) (Sezzle or Company) // Today, installment-based payments platform Sezzle announced the appointment of Reid Bork to its leadership team. Bork, a former PayPal Executive, was named Vice President of Enterprise Sales at Sezzle, a newly......
Fintech News Risk Management

Rohit Bharill Joins Cadence as Head of Risk

Fintech News Desk
by Fintech News Desk0
Cadence, the leading fintech securitization platform for private credit, announced today that Rohit Bharill recently joined the company as its first Head of Risk.  In this role, Bharill will be leading the risk management efforts and report directly to Cadence founder and CEO, Nelson Chu. Read More: smartTrade’s Solution Awarded Best......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech Mobile Banking News

eMoney Advisor Announces Agenda for Annual Summit

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual,......
Cryptocurrency

FiCAS and SIX Swiss Exchange Pioneer the World’s First Actively Managed Cryptocurrency Exchange Traded Product (ETP)

Fintech News Desk
by Fintech News Desk0
FiCAS AG, a Swiss-based crypto investment management boutique, has successfully registered the Bitcoin Capital Active ETP (BTCA; ISIN CH0548689600) — the world’s first actively managed crypto exchange-traded product, listed on SIX Swiss Exchange. The discretionary ETP, issued by Bitcoin Capital AG, will be managed by FiCAS AG, which trades the......
Business Fintech News

New App e-gree Creates Legal Contracts for Anyone with a Smartphone

Fintech News Desk
by Fintech News Desk0
From serious contracts, to simply putting a handshake in writing, e-gree protects and empowers the next generation of go-getters e-gree, a new app that allows anyone to quickly and easily build their own contracts with their own terms, launched globally today on the Apple App Store and Google Play Store.......
Fintech News

My Financial Coach To Provide Financial Planning Offering To MDVIP Affiliated Physicians

Fintech News Desk
by Fintech News Desk0
My Financial Coach (MFC) announces a new partnership with MDVIP, the national leader in membership-based healthcare. MFC will offer financial planning as a benefit to MDVIP-affiliated physicians by applying the expertise of its extensive team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to provide education and impartial advice such as tax planning,......
Fintech News

XBRL US Publishes Guidance for Regulators Building Financial Data Standards Programs

Fintech News Desk
by Fintech News Desk0
Webinar on August 12 to provide an in-depth review of the standard and guidance materials XBRL US announced today the publication of the Taxonomy Development Handbook, a comprehensive guide for regulators, industry experts, and businesses to build consistent, high quality data standards that are easy to implement and that produce......
UMB Institutional Banking Continues Growth of Banking as a Service
Banking Business Fintech InsurTech News

UMB Institutional Banking Continues Growth of Banking as a Service

Fintech News Desk
by Fintech News Desk0
UMB Bank, n.a., a subsidiary of UMB Financial Corporation announces the advancement of a phased approach to being a “one-stop shop” of Banking as a Service (BaaS) offerings, making it a unique and valuable partner for financial technology (FinTech) companies throughout the U.S. This array of offerings differentiates UMB from other banks......
Fintech Funding News

Classy Analyzes Over 6 Million Transactions to Reveal Actionable Data About Online Donors in New Report

Fintech News Desk
by Fintech News Desk0
The State of Modern Philanthropy 2020 finds the majority of online donors who check out on a donation page do so within one minute  Classy, creator of world-class online fundraising software for nonprofits, today released its third-annual report analyzing nonprofit digital fundraising trends: The State of Modern Philanthropy 2020. Basing strategic......
1