Search Results for: tax expert

Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

Fintech News Desk
by Fintech News Desk0
Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
SS&C Technologies Partners with FLX Distribution
Fintech News Risk Management

SS&C Technologies Partners with FLX Distribution

Fintech News Desk
by Fintech News Desk0
Partnership provides asset managers expertise and a comprehensive end-to-end solution SS&C Technologies Holdings, announced that SS&C ALPS has partnered with FLX Distribution to provide expanded distribution capabilities to asset managers. SS&C ALPS delivers a full suite of services to registered and private funds that includes fund accounting, fund administration, middle office services, legal......
Qontigo Expands Factor-Based Index Suite To Include Sustainable Indices
Fintech Investment Services News

Qontigo Expands Factor-Based Index Suite To Include Sustainable Indices

Fintech News Desk
by Fintech News Desk0
Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, has announced the expansion of the STOXX Factor Index suite to include a family of ESG-screened indices. The STOXX ESG-X Factor Indices provide sustainability-driven investors with ESG-screened indices that can target similar levels of factor exposures as......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News Risk Management

Harold Gonzalez Named loanDepot Chief Information Security Officer

Fintech News Desk
by Fintech News Desk0
Harold Gonzalez has been named as Senior Vice President, Chief Information Security Officer for loanDepot. Gonzalez will be responsible for the Company’s Information Security efforts, including cyber security operations, strategy and governance. An information privacy and security veteran, Gonzalez will report to Chief Information and Technology Officer Sudhir Nair. Read More: Simple Announces......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty
Business Fintech News

Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals, unveiled a new set of financial planning and analysis applications – CCH Tagetik Smart NOW – available on the cloud. The new planning apps provide the office of......
WorkFusion Announces Virtual Summit 2020: the World’s First Conference on Hyper Automation
Artificial Intelligence Fintech News

WorkFusion Announces Virtual Summit 2020: the World’s First Conference on Hyper Automation

Fintech News Desk
by Fintech News Desk0
Intelligent Automation provider names Geoffrey Moore, industry thought leader and company’s newest board member, as event’s keynote speaker WorkFusion, a top provider of Intelligent Automation software, proudly announces that it will host the inaugural WorkFusion Virtual Summit 2020 — an online event dedicated to Hyper Automation and designed for business and operations......
SS&C Expands Data Solutions
Fintech Investment Services News

SS&C Expands Data Solutions

Fintech News Desk
by Fintech News Desk0
Advent TransPort optimizes custodial data operations SS&C Technologies Holdings, announced the launch of Advent TransPort, a solution for customizing custodial data. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers The latest addition to Advent Data Solutions enables clients to apply custom rules and logic to......
Ten Ways RegTech Innovations will Change or Solve Compliance and Regulatory Issues
Featured Fintech

Ten Ways RegTech Innovations will Change or Solve Compliance and Regulatory Issues

Fintech News Desk
by Fintech News Desk0
Investopedia has defined RegTech as, “a blend word of ‘regulatory technology’ that was created to address regulatory challenges in financial services through innovative technology. RegTech consists of a group of companies that use cloud computing technology through software-as-a-service (SaaS) to help businesses comply with regulations efficiently and less expensively” Simply......
Taulia Announces Strategic Alliance with J.P. Morgan
Capital Markets Fintech News

Taulia Announces Strategic Alliance with J.P. Morgan

Fintech News Desk
by Fintech News Desk0
Alliance will create a unique and differentiated trade finance solution Taulia, the leader in working capital technology solutions, announced a strategic alliance with J.P. Morgan which will create a unique and differentiated trade finance solution for clients. This alliance cements Taulia’s position as the market-leading Supply Chain Finance provider and allows J.P. Morgan to deepen......
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