Search Results for: tax expert

Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients
Fintech Investment Services News Risk Management Trading

Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients

Fintech News Desk
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment, investment analytics, and trading software, has introduced free access to its award-winning platform. The industry’s leading financial technology firm is now offering Riskalyze Trading and Riskalyze Elite at no-cost for advisors through the end of the year. This limited-time offer waives......
BitPay Enables Businesses to Pay Out with Crypto Using BitPay Send
Business Cryptocurrency Fintech News

BitPay Announces Two Executive Leadership Additions

Fintech News Desk
BitPay, the world’s largest world’s largest provider of Bitcoin and cryptocurrency payment services, today announced two new executive hires, Jagruti Solanki, CPA, MBA, CGMA as Chief Financial Officer, and Shaun Worley as Product Vice President. BitPay is at the forefront of blockchain payment technology globally and these new executive hires will help support......
xTuple-Announces-Launch-of-Intuit-QuickBooks-Integration-Top-ERP-Solution-Partners-with-Popular-Accounting-Software
Business Fintech News

xTuple Announces Launch of Intuit QuickBooks Integration: Top ERP Solution Partners With Popular Accounting Software

Fintech News Desk
xTuple, the top ERP software for small to mid-sized businesses, today announced an innovative integration with popular accounting software Intuit QuickBooks. This integration will help small to medium-sized businesses manage the entire flow of their operations and automate their accounting processes, with a few simple clicks, saving them valuable time and money.......
Intuit and Credit Karma Receive Clearance from Department of Justice for Acquisition of Credit Karma
Artificial Intelligence Fintech News

Intuit and Credit Karma Receive Clearance from Department of Justice for Acquisition of Credit Karma

Fintech News Desk
Acquisition Paves the Way to Help Over 100 Million Consumers Save, Pay Down Debt and Get Faster Access to Money Intuit, proud maker of TurboTax, QuickBooks, and Mint, with 57 million customers, and Credit Karma, the consumer technology platform with more than 110 million members in the U.S., Canada and the U.K.,......
Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
Seoul Fintech Lab Supports Korean Fintech Startups to Move Into Europe
Fintech News

Seoul Fintech Lab Supports Korean Fintech Startups to Move Into Europe

Fintech News Desk
To Organize Online Meet-up with Luxembourg Investors and Financial Industry Experts Seoul Fintech Lab, launched by the Seoul Metropolitan Government in an effort to make the city one of the world’s financial centers, will hold an online meet-up 10X Extension in Luxembourg on November 26 for networking and investor relations sessions between......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech News

Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets

Fintech News Desk
Following the announcement made on 2 November 2020, Nexi, the PayTech leader in Italy, and Nets, a leading integrated Pan-European PayTech player, active in 20 countries and controlled by a consortium of private equity firms led by Hellman & Friedman (“H&F”), announce that they have signed a framework agreement (“FA”)......
First Affirmative Launches Pioneering "AffirmativESG" Advisor Workstation
Business Fintech News

First Affirmative Launches Pioneering “AffirmativESG” Advisor Workstation

Fintech News Desk
The Smart and Easy Way to Invest for Impact and Competitive Returns The right thing to do should be the easy thing to do. Now, with the launch of First Affirmative Financial Network’s AffirmativESG advisor workstation, it’s easier than ever for financial advisors to help their clients find stocks that bring......
DigniFi Names Susie Kroll Chief Product Officer
Fintech News

DigniFi Names Susie Kroll Chief Product Officer

Fintech News Desk
Product executive with expertise in digital cards and mobile payments to lead the expansion of ExpressWay, DigniFi’s revolving credit line for auto financing DigniFi, an automotive financing platform, announced that Susie Kroll has been named Chief Product Officer. Kroll will be based at DigniFi’s corporate headquarters in Seattle and report to Richard Counihan, CEO. In......
Leading Crypto Tax Platform Ledgible Joins The Accounting Blockchain Coalition
Business Cryptocurrency Fintech News

Verady Launches Ledgible Crypto Partner Program

Fintech News Desk
Verady, maker of the Ledgible cryptocurrency tax, accounting, and financial reporting platform, today announced its Ledgible Crypto Partner Program. The Program is designed to aid accountants, tax preparers and bookkeepers in managing the complexities of cryptocurrencies in order to retain current clients and gain new clients with crypto. Once a short form is completed and approved,......
1