Search Results for: ax and accounting

What Do the Cloud, Metaverse and Zombies All Have in Common? Financial Institutions.
Commerce Guest Posts Machine Learning

What Do the Cloud, Metaverse and Zombies All Have in Common? Financial Institutions.

Cheryl Chiodi
by Cheryl Chiodi0
They say word-of-mouth generates the most genuine opinions, so it’s good to see the conference circuit opening up again to get an ear to the ground on the latest news and future trends for the financial services industry. My recent trips included the IDC Directions Conference in Boston, the CeFPro......
Latest MoneyGuard Solution From Lincoln Financial Group Offers More Control, Flexibility and Options
Finance Fintech News

Latest MoneyGuard Solution From Lincoln Financial Group Offers More Control, Flexibility and Options

Fintech News Desk
by Fintech News Desk0
Lincoln Financial introduces the innovative new Benefit Transfer Rider available with MoneyGuard Fixed Advantage Lincoln Financial Group launched the next generation of Lincoln MoneyGuard by introducing MoneyGuard Fixed Advantage, a universal life insurance policy with a long-term care rider. The MoneyGuard solutions suite helps address the concerns of 87% of Americans surveyed who say......
Clarus R+D Tax Credit Platform Unlocks Billions in New Tax Credits
Fintech News

Clarus R+D Tax Credit Platform Unlocks Billions in New Tax Credits

Fintech News Desk
by Fintech News Desk0
Sophisticated Software Forever Alters the Way R&D Credits Are Claimed The newest version of the Clarus R+D Tax Credit Platform has been released globally. Clarus R+D, a fintech software company focused on accelerating the funding of innovation through technology, is announcing its game-changing platform to help companies maximize and defend......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
Fintech News

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings

Fintech News Desk
by Fintech News Desk0
New trust company leverages the benefits of America’s most progressive tax laws for clients Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. “Our philosophy is based on a deep respect for clients’ important relationships......
Main Street Alliance and TRNXN Company Announce Partnership to Help Small Businesses Thrive
Digital Payments News

Main Street Alliance and TRNXN Company Announce Partnership to Help Small Businesses Thrive

Fintech News Desk
by Fintech News Desk0
Main Street Alliance (MSA), the leading organization in small business advocacy, and TRNXN (Transaction) Company, one of the fastest growing payments technology organizations, have announced a joint initiative to help businesses across the country use modern point-of-sale technology to reduce costs and grow sales. “The amount of technology available to......
RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
by Fintech News Desk0
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
Decentral Life Launches New Digital Wallet and Payment Platform
Digital Wallet News

Decentral Life Launches New Digital Wallet and Payment Platform

Fintech News Desk
by Fintech News Desk0
Social Life Network, Inc. and Decentral Life, a Social Life Network, Inc. Division, announced that it has launched a new SaaS platform for private and public companies that aim to utilize blockchain tokenization as a governance tool or utility token. “As part of our new software as a service platform,......
SyncStream Announces Integrated Work Opportunity Tax Credit Service, Powered by OnCentive
Compliance management News

SyncStream Announces Integrated Work Opportunity Tax Credit Service, Powered by OnCentive

Fintech News Desk
by Fintech News Desk0
SyncStream’s ACA Clients Are Now Able to Leverage Lucrative Federal Hiring Credits ACA reporting and compliance leader SyncStream Solutions LLC is excited to announce the launch of their integrated Work Opportunity Tax Credit service, powered by their new tax credit parent company, OnCentive. The Work Opportunity Tax Credit (WOTC) is......
Intapp and KPMG AG Form Strategic Alliance to Accelerate Digital Transformation for Professional Services and Capital Markets Firms
Capital Markets Cloud News

Intapp and KPMG AG Form Strategic Alliance to Accelerate Digital Transformation for Capital Markets Firms

Fintech News Desk
by Fintech News Desk0
Alliance combines the Intapp Azure-based industry cloud platform and KPMG’s technology, compliance, and risk consulting expertise to empower professionals and maximize value Intapp, a leading provider of cloud-based software for the global professional and financial services industry, announced that it has entered a strategic alliance with KPMG AG. Together, Intapp......
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