Search Results for: tax change

Business Fintech News

Schwab Launches New Community Services Program, Introduces Virtual Volunteering & Giving for Employees to Give Back, Stay Connected

Fintech News Desk
by Fintech News Desk0
Continuing its long-standing culture of service and commitment to community, Charles Schwab today announced the launch of a new virtual volunteering and giving program called CommUNITY 2020, which delivers new ways for employees to serve their communities during the COVID-19 pandemic. Regardless of where employees are working, they now have......
Fintech News

On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Fintech News Desk
by Fintech News Desk0
Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers in local Colorado communities with innovative financial solutions for more than 60 years, is excited to welcome Laurie Jensen as......
Artificial Intelligence InsurTech News

DropIn Rebrands for AI, Launches New Website

Fintech News Desk
by Fintech News Desk0
Rebrand includes updated dashboard, new AI metrics and redesigned web presence  DropIn, a Los Angeles-based tech company pioneering video insurance claims processing, is excited to announce the next iteration of its brand development. Founded in 2015, the company has evolved from a video streaming partner into an AI-focused, video-enabled surveying platform.......
Fintech News

ZenBusiness Acquires Joust, the Leading Fintech for Small Business Entrepreneurs

Fintech News Desk
by Fintech News Desk0
Joust will relaunch as ZenBusiness Money and bring a full suite of business banking solutions to the nation’s rising population of small business entrepreneurs. ZenBusiness, the leading platform for micro businesses to start, run, and grow their business, today announced that it has completed the acquisition of Austin-based fintech platform Joust.......
Uncategorized

Apex Clearing’s Q2 2020 ‘Millennial 100’ Stock Pulse Report Shows Cross-Generational Support for Certain Stocks in Post-Pandemic World

Fintech News Desk
by Fintech News Desk0
Amid a continuing backdrop of fear and uncertainty in the second quarter, investors that custody with Apex Clearing again traded at unprecedented levels with a seeming consensus across generations on a few top picks Apex Clearing, the custody and clearing engine powering the future of wealth management, has released its......
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 News

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management

Fintech News Desk
by Fintech News Desk0
Brazilian asset manager will use Advent Portfolio Exchange® to manage multi-currency, multi-asset portfolio SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Vitra Gestão De Patrimônio Ltda (Vitra) has implemented SS&C’s Advent Portfolio Exchange® (APX) for tailored portfolio management and reporting. Vitra is also leveraging Advent Outsourcing Services for cloud delivery. Read......
Business Fintech Mobile Banking News

Cardknox’s PaymentSITE Online Form Brings Merchants and Developers Even More Value

Fintech News Desk
by Fintech News Desk0
The customizable form can be set up as a standalone webpage or easily integrated with ERP, CRM, and e-commerce software to process credit card and ACH payments Now more than ever, businesses are looking for ways to process transactions while avoiding in-person interaction. Yet even before the COVID-19 pandemic, a......
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......
1