Search Results for: tax management

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Asure Announces Integration with PrismHR to Deliver Payroll Tax Filing System and Services to PEO and ASO Markets
Finance News

Asure Announces Integration with PrismHR to Deliver Payroll Tax Filing System and Services to PEO and ASO Markets

Fintech News Desk
by Fintech News Desk0
PrismHR customers gain access to Asure’s standalone tax filing solution with flexible SaaS-based delivery, intuitive 24/7 interface, and deep payroll tax industry expertise Asure Software, Inc. a leading provider of cloud-based Human Capital Management (“HCM”) software solutions, today announced it has entered an agreement to be a preferred provider of......
Prevalent Expands Industry-Leading Third-Party Risk Management Platform to Further Increase Automation and Productivity
News Risk Management

Prevalent Expands Industry-Leading Third-Party Risk Management Platform to Further Increase Automation and Productivity

Fintech News Desk
by Fintech News Desk0
Automated document analysis and custom dashboards simplify evidence review and vendor management Prevalent, Inc., the company that takes the pain out of third-party risk management (TPRM), announced the latest release of its Third-Party Risk Management Platform. Version 3.28 introduces automated document analysis and custom dashboards to speed and simplify evidence review......
Veryfi Accelerates its Lead in Day 1 Accuracy, Powering Innovations in Payments, Accounts Payable Automation, and Spend Management
Digital Payments News

Veryfi Accelerates its Lead in Day 1 Accuracy, Powering Innovations in Payments, Accounts Payable Automation, and Spend Management

Fintech News Desk
by Fintech News Desk0
Leading companies use artificial intelligence-based technology to increase efficiency by 200 times while removing human error Veryfi, using artificial intelligence (AI) technology to transform documents into structured data in just seconds, today announced it has added the world’s highest rated enterprise accounts payable automation software provider to its growing client......
Cetera Welcomes Old Second Wealth Management
Finance News

Cetera Welcomes Old Second Wealth Management

Fintech News Desk
by Fintech News Desk0
$150 million practice joins Cetera’s community for tax professionals from LPL Growth resources and dedicated support draw Chicago-area team to Cetera Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Old Second Wealth Management, led by Shahzad Shamsuddin, has affiliated with Cetera Financial Specialists, LLC, which serves tax......
Payoneer Expands Tax Suite with 1042 Forms for US businesses
Commerce News

Payoneer Expands Tax Suite with 1042 Forms for US businesses

Fintech News Desk
by Fintech News Desk0
The new offering expands Payoneer’s suite of services for content platforms in the burgeoning digital royalties space Payoneer the commerce technology company powering payments and growth for the new global economy, announced the expansion of its tax services with the addition of 1042 forms. The new offering simplifies tax obligations......
Jennifer Hawley Promoted to Banking Officer in Alpine Bank Wealth Management
Banking News

Jennifer Hawley Promoted to Banking Officer in Alpine Bank Wealth Management

Fintech News Desk
by Fintech News Desk0
Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview Jennifer Hawley has been promoted to the role of banking officer with Alpine Bank Wealth Management, where she will oversee client accounts in Ouray, Ridgway, Montrose and Delta. Jennifer joined the organization in 2019 and is based......
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Digital Payments News

Valtatech Peppol Connector for Coupa Invoice Certified as Coupa Business Spend Management Platform Ready

Fintech News Desk
by Fintech News Desk0
Valtatech’s Peppol Connector for Coupa Invoice is Now Available in the Coupa App Marketplace Extending Coupa’s Platform and enabling Coupa customers to receive Peppol e-invoices easily. Financial process automation experts and certified Peppol Access Point providers for Australia and New Zealand, Valta Technology Group (Valtatech), today announced its Peppol Connector for......
Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
by Fintech News Desk0
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
UMD to Present Climate Finance and Risk Management Bootcamp
Finance News

UMD to Present Climate Finance and Risk Management Bootcamp

Fintech News Desk
by Fintech News Desk0
As climate change increasingly affects business decision making, risk managers, financial analysts and other leaders must anticipate how weather events may impact their growth outlook, estimate how port taxes may increase because of rising sea levels, develop contingencies for supply chain disruptions and respond to the unexpected. Latest Fintech News: Skolem......
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