Search Results for: tax expert

Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
Logicpath and Loomis Partner to Help Financial Institutions Navigate the Cash Supply Chain Amidst the COVID-19 Pandemic and Beyond
Fintech News

Logicpath and Loomis Partner to Help Financial Institutions Navigate the Cash Supply Chain Amidst the COVID-19 Pandemic and Beyond

Fintech News Desk
New regulatory guidelines for pandemic planning change the supply chain management landscape Logicpath, a leader in fintech software solutions and analytics, partners with Loomis, the largest integrated cash distribution network in the United States, to help financial institutions with ongoing cash supply chain challenges due to COVID-19. Last week, logicpath and......
Wolters Kluwer Analysis Reveals Timely Claims Processing Is Top Compliance Challenge for U.S. Insurers
Banking Fintech News

Hong Kong’s First Virtual Bank Selects Wolters Kluwer’s Onesumx for Regulatory Reporting

Fintech News Desk
ZA Bank, the first virtual bank in Hong Kong, has chosen Wolters Kluwer’s OneSumX for Regulatory Reporting as its regulatory reporting software. Read More: Jack Henry & Associates Launches Core-Integrated Accounts Receivable Financing “We are delighted to be working with ZA Bank, Hong Kong’s first virtual bank, on this major implementation project” OneSumX......
Biz2X Offers Free Access to Its Accelerate SBA Platform to Community Banks and Credit Unions Through June 30
Banking Fintech News

Biz2X Offers Free Access to Its Accelerate SBA Platform to Community Banks and Credit Unions Through June 30

Fintech News Desk
 To ensure that no small business is left behind for the CARES Act Paycheck Protection Program (PPP), Biz2Credit’s Biz2X platform is now being offered free of charge to banks and credit unions with assets under $10 billion that are offering PPP loans. “We want to make sure that small banks around the......
Crescent Capital BDC, Inc. Provides Business Continuity and Coronavirus Update
Fintech News

Crescent Capital BDC, Inc. Provides Business Continuity and Coronavirus Update

Fintech News Desk
The team at Crescent Capital BDC, Inc. (“Crescent BDC” which may also be referred to as “we,” “us,” or “our” is working collectively with our employees, portfolio companies, private equity sponsors and all relevant stakeholders to navigate the challenges created by the coronavirus (COVID-19). We have placed high priority on......
Coronavirus Pandemic: How Deutsche Bank Is Able to Be Part of the Solution in India
Banking Fintech News

Coronavirus Pandemic: How Deutsche Bank Is Able to Be Part of the Solution in India

Fintech News Desk
As the world grapples with the effects of coronavirus, India’s own battle against COVID-19 brings challenges on multiple fronts. Announced as a preventive measure, the nationwide lockdown, which began on March 25 has impacted the livelihoods of thousands of people across the country. Additionally, as testing for the virus increases,......
BlackLine Acquires Rimilia to Add AI-Powered Accounts Receivable Automation To Modern Accounting Platform
Fintech News

BlackLine Unveils ‘Resource Hub for Closing Virtually’ to Guide Remote Finance and Accounting Teams During Financial Close

Fintech News Desk
Content portal to provide insight, guidance and leading practices to Finance & Accounting professionals worldwide as they navigate new challenges amid coronavirus pandemic  BlackLine, has created a ‘Resource Hub for Closing Virtually’ to help Finance & Accounting (F&A) professionals navigate new and unprecedented challenges in light of the coronavirus pandemic, as many......
Prudential Selects Vitech V3locity for Cloud-Based Group Insurance Administration
Business Fintech News

Vitech Announces Strategic Partnership With Innovation Underwriters

Fintech News Desk
Vitech Systems Group announced that it has formed a strategic partnership with Innovation Underwriters (IU), a not-for-profit collaborative focused on promoting innovation within the insurance industry. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits Innovation Underwriters supports Insurtech venture development and promotes innovation as a growth......
Guidehouse to Offer U.S. Conference of Mayors a Roadmap to Proactively Mitigate the Risk of Fraud, Waste and Abuse in the Use of COVID-19 Aid Programs
Fintech News

Guidehouse to Offer U.S. Conference of Mayors a Roadmap to Proactively Mitigate the Risk of Fraud, Waste and Abuse in the Use of COVID-19 Aid Programs

Fintech News Desk
Guidehouse announced that Ellen Zimiles, head of the firm’s Financial Services segment, will participate in a presentation to the U.S. Conference of Mayors to discuss how cities can prevent, detect and remediate fraud, waste and abuse in connection with the use of COVID-19 relief funds. The presentation on April 7 is part......
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