Search Results for: tax management

YCharts Launches New Partnership with United Planners Financial Services
Finance Fintech News

YCharts Launches New Partnership with United Planners Financial Services

Fintech News Desk
A new relationship with YCharts will provide United Planners Financial Services & their affiliated advisors with strategic access to a suite of powerful investment analysis tools that simplify client engagements, optimize workflows, and enable smarter investment decisions YCharts, an investment research, analytics, and client communications platform, announced a new partnership......
Digital Payments Are Now Even Faster And More Secure With Fibank, Fitbit And Visa
Digital Payments Mobile Banking News

Digital Payments Are Now Even Faster And More Secure With Fibank, Fitbit And Visa

Fintech News Desk
The bank was the first in Bulgaria to offer its customers Fitbit Pay smartwatch payments At a time when digital technologies are increasingly taking over payment transactions, consumers tend to prefer secure and contactless methods. Another innovative project in this direction resulted from the partnership between Fibank (First Investment Bank), Fitbit and Visa, allowing......
Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors
Digital Fintech News

Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors

Fintech News Desk
Leading fintech providers seek to enable more advisor choice, freedom and mobility Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it has formed a strategic partnership with FA Match, the industry’s only data-driven solution for advisor recruiting, focused on elevating the financial advisor and client experience......
CLPS Incorporation Announces Latest Business Expansion and Presence in Asia Pacific Region
Banking Digital Fintech News

CLPS Incorporation Announces Latest Business Expansion and Presence in Asia Pacific Region

Fintech News Desk
CLPS Incorporation, provided an update on the latest implementation of its global expansion strategy. Its expansion pipeline includes the establishment of a subsidiary in the Philippines, boosting the business in Southeast Asia, and pursuing overseas merger and acquisition. For the six months ended December 31, 2020, CLPS reported that its revenue generated......
Applied Blockchain, Inc. Launches Ethereum and Altcoin Mining Business via Strategic Partnership with Industry Leaders SparkPool and GMR
Blockchain Investments News

Applied Blockchain, Inc. Launches Ethereum and Altcoin Mining Business via Strategic Partnership with Industry Leaders SparkPool and GMR

Fintech News Desk
Becomes Publicly Traded Cryptominer to Solely Focus on Ethereum and Decentralized Finance Completes $16.5M Private Placement Management to Discuss Details at 9 a.m. on April 20, 2021 Applied Blockchain, Inc., announced it has entered the Ethereum and Altcoin mining market through strategic partnerships with industry leading companies SparkPool and General......
Earnest Appoints New CEO David Green as Susan Ehrlich Retires
Fintech News

Earnest Appoints New CEO David Green as Susan Ehrlich Retires

Fintech News Desk
Earnest, a leading financial technology and education finance company, today announced the appointment of David Green as chief executive officer. Susan Ehrlich, CEO since 2018, has retired from the company to focus on board service. “It’s been an honor to work alongside so many talented and mission-driven people over the past three years.......
NYMBUS Strengthens Leadership Team With Three Newly Appointed Top Female Executives
Banking News

NYMBUS Strengthens Leadership Team With Three Newly Appointed Top Female Executives

Fintech News Desk
NYMBUS®, a leading provider of banking technology solutions, today announced it has named three powerful women to key company leadership positions: Trish North as Chief Customer Officer; Michelle Prohaska as Chief Compliance Officer; and Crina Pupaza as Chief People Officer. “I’m incredibly proud of the impactful effort we are making......
Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients
Banking News Risk Management

Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients

Fintech News Desk
smartTrade Technologies announced today that 225 year-old Swiss Bank Lombard Odier & Co Ltd has integrated LiquidityFX, smartTrade’s in-house developed FX solution into its banking platform, to offer enhanced FX trading services to its clients. “LiquidityFX is the perfect fit for Lombard Odier” LiquidityFX is an end-to-end solution with connectivity to over 130......
Bankhaus Von Der Heydt Fuels Blockchain And Crypto Business Growth With Appian
Banking Business Fintech News Risk Management

Bankhaus Von Der Heydt Fuels Blockchain And Crypto Business Growth With Appian

Fintech News Desk
One of Europe’s oldest banks delivers new FinTech products 10x faster and reduces onboarding from one week to 10 minutes with a low-code automation platform Appian announced that Bankhaus von der Heydt is using Appian to automate back-office operations and grow its banking business through new FinTech offerings. The Appian Low-code......
Mastercard Names Tim Murphy Chief Administrative Officer
Digital Finance Fintech News

Mastercard Names Tim Murphy Chief Administrative Officer

Fintech News Desk
Mastercard announced the appointment of Tim Murphy, the company’s general counsel, to the newly created position of chief administrative officer. In this role, he will have oversight of the company’s Law, Franchise and Integrity activities, as well as the added management of its People and Capabilities function. “In the decade......
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