Search Results for: tax app,

Dimensional to Launch Exchange Traded Funds
Fintech Fintech Funding News Risk Management

Dimensional to Launch Exchange Traded Funds

Fintech News Desk
Dimensional Fund Advisors filed a preliminary registration statement with the Securities and Exchange Commission for the launch of three actively managed exchange traded funds (ETFs), planned for later this year. The ETFs will offer broadly diversified, all cap core equity exposure to US, non-US developed, and emerging markets, while incorporating......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
FICO Awarded 13 New Patents for Responsible AI, Fraud and Decision Management
Artificial Intelligence Fintech News

FICO Awarded 13 New Patents for Responsible AI, Fraud and Decision Management

Fintech News Desk
Silicon Valley analytic software firm FICO has been awarded 13 new patents related to fraud, artificial intelligence (AI) and decision management. In total, FICO currently holds 198 US and foreign patents and 103 pending patent applications. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Five of......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech News

Tegra118 Releases New Enhancements to Fee Billing and Revenue Management Solution

Fintech News Desk
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced it will release version 8.5 of its comprehensive, cloud-based billing and revenue management solution Advantage Fee™ that includes new enhancements to further simplify fee......
Klaytn Launches Pilot Program to Reward Partners
Blockchain Business Fintech News

Klaytn Launches Pilot Program to Reward Partners

Fintech News Desk
Klaytn, the public blockchain project of Korea’s Internet giant, Kakao, announced the launch of a pilot program of ‘Klaytn Improvement Reserve’ and selected its devtools partner ‘Ozys’ as the first recipient of the program. Klaytn Improvement Reserve, also known as KIR, is a KLAY reward system allocated for partners committed......
Legal Tech Company GrowPath Announces Business Analytics Solution
Fintech Fintech Startups News

Legal Tech Company GrowPath Announces Business Analytics Solution

Fintech News Desk
Legal technology startup GrowPath has released a stand-alone business analytics offering called GrowPath Insight. The offering is an effort to support users of legal case management software without included business reporting. Types of reports generated by GrowPath Insight as well as their layouts are completely customizable. A few examples of......
Algorand Foundation and Circle Bring Digital Dollars Powered by USDC to Algorand Blockchain
Blockchain Fintech News

Algorand Foundation and Circle Bring Digital Dollars Powered by USDC to Algorand Blockchain

Fintech News Desk
 Algorand Foundation, a not-for-profit organization focused on engaging, educating, and enabling its community to build a borderless economy on public, decentralized blockchain technology, announced today a collaboration agreement with Circle to bring fiat-backed stablecoin capability to Algorand that is powered by USD Coin (USDC) , the fastest-growing full-reserve US Dollar......
Workiva’s Global Platform and Inline XBRL Expertise Results in Customer Showcase by the European Securities and Markets Authority (ESMA)
Fintech News

Workiva’s Global Platform and Inline XBRL Expertise Results in Customer Showcase by the European Securities and Markets Authority (ESMA)

Fintech News Desk
Workiva announced that the Global Legal Entity Identifier Foundation (GLEIF) utilized Workiva’s cloud platform and global Inline XBRL expertise to create efficiencies and transparency when tagging data in its annual report process. The GLEIF 2019 annual report was recently showcased by ESMA as a paragon for European Single Electronic Format (ESEF)-compliance reporting. Read More: GlobalFintechSeries......
CentSai One Launches, Making Marketing for Financial Professionals Easy
Fintech News

CentSai One Launches, Making Marketing for Financial Professionals Easy

Fintech News Desk
CentSai, the leading financial wellness platform that takes the fear out of finance through its content and storytelling, launched CentSai One . This SaaS platform gives users access to a treasure trove of marketing materials to brand for their own business development. Read More: Simple Announces Launch of Tax Refund Feature to Automate......
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