Search Results for: tax transformation

AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
AdVon Commerce Releases AI Tool on Google Cloud Marketplace
Commerce News

AdVon Commerce Releases AI Tool on Google Cloud Marketplace

PR Newswire
AdVon’s AI solution is smarter than out-of-the-box models. Using fine-tuned models and a quality team with deep commerce knowledge, AdVonAI seeks to face retailer friction head-on. AdVon Commerce launched their retail-focused AI tool, AdVonAI, on Google Cloud Marketplace. Leveraging Google Cloud’s Vertex AI platform, AdVon has developed a tool that scales......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
Grant Thornton to accelerate business strategy with investment from New Mountain Capital
Fintech Investments News

Grant Thornton to accelerate business strategy with investment from New Mountain Capital

Fintech News Desk
Following the closing of the transaction, which is expected in the second calendar quarter of 2024, Grant Thornton will operate in an alternative practice structure: Grant Thornton LLP, a licensed CPA firm, will provide attest services — and Grant Thornton Advisors LLC will provide business advisory and non-attest services. Grant......
New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Finance Fintech News

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Business Wire
The study consists of ThoughtLab, Deloitte, and FNZ with support from Amazon Web Services (AWS), Genesys, and including 250 wealth management firms and 2000 investors. It’s a one of a kind study with insights on technology, regulatory, economy, and demography. Major new global analysis from a research coalition comprised of......
SpendConsole Opens Dubai Office Amid Surging Demand for AI-Driven, AP Automation Solutions
Artificial Intelligence Finance Fintech

SpendConsole Opens Dubai Office Amid Surging Demand for AI-Driven, AP Automation Solutions

Fintech News Desk
SpendConsole expands operations to the Middle East, opening a new office in Dubai to meet the surging demand for enterprise AI-driven AP automation SpendConsole, Australia’s leader in enterprise AI-powered Accounts Payable (AP) automation, today announces its expansion into the Middle East, with a new office in Dubai. This strategic move......
Interim Budget 2024 in lines with the PM Modi's Vision of Viksit Bharat by 2047 Says Economists
Fintech News

Interim Budget 2024 in lines with the PM Modi’s Vision of Viksit Bharat by 2047 Says Economists

PR Newswire
NID hosts Post-Budget discussion with the theme “Two Decades of ModiNomics: The Journey of Economic & Inclusive Development from Gujarat to Bharat” at Chandigarh University. Eminent economists, Industry Experts and Professionals hailed the 2024 Interim Budget presented by the Union Government on Wednesday and termed it as a forward-looking budget......
Cinde to Participate in MD&M 2024 on February 6-8
Investment Services News

Cinde to Participate in MD&M 2024 on February 6-8

Fintech News Desk
 Set to open in the Anaheim Convention Center in California, MD&M 2024 is expected to attract more than 14,000 executives eager to acquire new knowledge, talk about the year’s anticipated solutions, and take control of industry trends while forging deals and gestating foreign direct investment. By Global FinTech Series News......
Striking Gold with AI: How AI-Powered FinTech Innovation is Transforming Mining
Artificial Intelligence Fintech Guest Posts

Striking Gold with AI: How AI-Powered FinTech Innovation is Transforming Mining

Abid Ali
Artificial Intelligence – you either love it or you hate it; but either way you can’t ignore it. In so many ways, AI is neither Artificial nor is it Intelligent. Instead, it is a technology that is based on pattern recognition, something that as humans we have used for millennia......
TMX Group Announces Agreement to Acquire VettaFi
Fintech News

TMX Group Announces Agreement to Acquire VettaFi

PR Newswire
TMX invests to expand capabilities in data-driven analytics and indexing solutions for a global client base of issuers and advisors, announces analyst webcast and conference call on December 14, 2023 at 8:00am EST to discuss TMX to acquire remaining ~78% of the common units of VettaFi for US$848 million Deal accelerates long-term growth strategy as......
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