Search Results for: tax management

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors
Investment Services News

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors

Fintech News Desk
by Fintech News Desk0
Financial advisors and investors across Canada can now access innovative solutions that leverage the global investment firm’s tax-managed expertise Russell Investments Canada Limited has launched the firm’s first two tax-managed investment solutions for the Canadian market, extending the global asset manager’s time-tested approach to help investors keep more of what......
Baker Hill Partners with FlashSpread, a BeSmartee Company, to Automate the Tax Return Spreading Process
Fintech News

Baker Hill Partners with FlashSpread, a BeSmartee Company, to Automate the Tax Return Spreading Process

Fintech News Desk
by Fintech News Desk0
Baker Hill, a leading financial technology provider in delivering solutions for loan origination, risk management and analytics, has partnered with FlashSpread, a BeSmartee company that provides cloud-based software solutions to automate the spreading process for tax returns. Through the partnership, financial institutions using Baker Hill NextGen® can leverage FlashSpread’s auto-spreading technology......
J.P. Morgan Wealth Management Introduces QuickDeposit for Investments
Investment Services News

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Fintech News Desk
by Fintech News Desk0
Clients can fund their investment accounts more easily and quickly via the mobile app J.P. Morgan Wealth Management launched QuickDeposit for Investments, enabling all clients to conveniently deposit checks into their investment accounts anytime from their phone. “QuickDeposit for banking has always been one of our most popular features” Now clients......
authID Deploys Verified Human Factor Authentication Service with Tax Status
Finance News Security

authID Deploys Verified Human Factor Authentication Service with Tax Status

Fintech News Desk
by Fintech News Desk0
Verified™ stops account takeover with unphishable authentication for Tax Status’ enterprise partners authID, a leading provider of secure identity authentication solutions, announced that Tax Status, a leading provider of official tax data and IRS account monitoring, has launched the full suite of authID’s identity authentication services. Tax Status implemented authID’s......
Blockchain Cryptocurrency DeFi News

New Solution Simplifies Tax Time For Crypto Funds

Fintech News Desk
by Fintech News Desk0
Crypto Fund Tax, a full suite of tax services, including tax allocations, reporting, and filings for funds invested in digital assets, is now available from Formidium, a global leader in providing third-party fund administration and back-office technology solutions. Crypto Fund Tax is the ideal solution for managers and funds worldwide......
Credit Karma Wants to Help Members File Their Taxes and Get Cash Instantly With TurboTax Refund Advance
Finance Fintech News

Credit Karma Wants to Help Members File Their Taxes and Get Cash Instantly With TurboTax Refund Advance

Fintech News Desk
by Fintech News Desk0
Credit Karma teams up with TurboTax to launch refund-focused tax experience to help Americans seamlessly file their taxes and apply to get a Refund Advance loan in as little as 1 minute after IRS acceptance Credit Karma, the consumer technology platform with more than 120 million members in the U.S.,......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
by Fintech News Desk0
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
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