Search Results for: tax expert

SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing
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SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing

Fintech News Desk
by Fintech News Desk0
Firms join forces to help financial institutions automate invoice auditing to improve efficiencies, protect bottom line from erosion SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, announced that it has partnered with Rochdale Paragon Group (Rochdale Paragon), a provider of ERM and vendor management services and software......
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Accruit, a trusted national Qualified Intermediary (QI) of 1031 exchanges, announces a major release of Accruit Exchange Manager(SM) software

Fintech News Desk
by Fintech News Desk0
Technological innovation is woven into the operational culture of Accruit.  In October 2000, Accruit became the first QI to complete a 1031 exchange via the Internet.  It was a groundbreaking approach that paved the way for further innovation. Read More: Alithya Launches AI-FI Trade Surveillance Solution Powered by Microsoft Azure Leveraging technology......
Fintech News

Equitable Names Connie Weaver Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Seasoned industry executive to lead marketing and client experience for financial services provider with iconic American brand Equitable, a leading financial services company and subsidiary of Equitable Holdings (NYSE: EQH), today named Connie Weaver as Chief Marketing Officer. Weaver becomes a member of the company’s Operating Committee and reports to Nick......
Citi Upgrades Data Service Platform to Enhance Efficiency for Securities Services Clients
Fintech Funding Investment Services News

Citi Extends Fund Accounting Services to UK Investment Trusts

Fintech News Desk
by Fintech News Desk0
Citi announced that it enhanced its UK fund servicing capabilities to include valuation, accounting, tax computation and filing, and reporting for investment trusts. There are approximately 350 investment trusts in the UK with £186 billion in assets under management1. “Investment trusts are an important vehicle for UK asset managers,” said......
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12 Peers Invests in ShareRing (SHR), Marking the Firm’s First Investment Into the Digital Asset Space

Fintech News Desk
by Fintech News Desk0
The ShareRing management team has successfully executed gig-economy applications for mobility rentals and travel. Their latest venture, the ShareRing app is focused on the fragmented $7 Trillion travel economy and integrates travel documents and itineraries into an all-in-one travel platform. 12 Peers Capital, the Cayman Islands based broker-dealer and capital......
Wolters Kluwer adds CCH Axcess™ AutoCheck to its integrated audit solution set
Fintech News

Wolters Kluwer Unveils Its Global Touchstone Research for Internal Audit

Fintech News Desk
by Fintech News Desk0
Touchstone Maturity Model helps chief audit executives assess and plan the development of their functions to better serve their organizations Wolters Kluwer today announced its comprehensive, global Touchstone Research for Internal Audit study to provide internal audit professionals and their organizations an in-depth view into the state of the internal audit function. Offering......
Banking News

Blackstone Announces Appointment of Gene Lockhart, Former CEO and President of Mastercard, as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Blackstone (NYSE:BX) today announced the appointment of Gene Lockhart, former CEO and President of Mastercard and former President of the Global Retail Bank at Bank of America, as a Senior Advisor. Mr. Lockhart will bring his deep expertise in the financial services and financial technology sectors to advise across the......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
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......
Banking News

Rosedale Federal Savings and Loan Selects KlariVis Data Analytics Platform

Fintech News Desk
by Fintech News Desk0
KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that Rosedale Federal Savings & Loan Association (Rosedale Federal) selected KlariVis for their data analytics platform. KlariVis compiles and aggregates high-value, actionable data to provide community banks timely insights into factors that drive loan, deposit and revenue......
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