Search Results for: tax management

Moven Wins Contract With Japan's Kyushu Financial Group
Business Fintech News Risk Management

Arbor Digital and Blockchange Partner on Digital Asset SMA for Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Blockchange Inc, the digital asset investing platform for professional wealth managers, and Arbor Digital, an SMA manager for RIAs on their journey to digital assets, today announced a new Separately Managed Account (SMA) option for digital assets. The True Digital Asset SMA™ is the first of its kind, offering a......
Blue J and Osler, Hoskin & Harcourt LLP Introduce Innovative Transfer Pricing Search Tool
Business Fintech News

Blue J and Osler, Hoskin & Harcourt LLP Introduce Innovative Transfer Pricing Search Tool

Fintech News Desk
by Fintech News Desk0
Blue J, the leading provider of analytics for tax positions, and Osler, Hoskin & Harcourt LLP, a leader in Canadian business law, announced today an innovative collaboration that has led to an advanced search tool for resources related to international transfer pricing. The tool is the latest addition to the......
SumUp Acquires Lithuanian Fintech Paysolut
Banking Business Fintech News

SumUp Acquires Lithuanian Fintech Paysolut

Fintech News Desk
by Fintech News Desk0
The Global Payment Service Provider SumUp Has Acquired The Core Banking System Provider Paysolut, Founded In Lithuania. Representatives of SumUp say that the acquisition of the Lithuanian company aims to create even stronger technology-based banking solutions. The acquisition amount is undisclosed. Operating in 32 global markets, and serving more than......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding News Risk Management

Altruist Launches Portfolio Marketplace Featuring Vanguard and Dimensional Fund Advisors Models

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset managers. Advisors can build custom model portfolios on Altruist or assign models from providers in this new marketplace, initially featuring Vanguard and Dimensional Fund Advisors. Read More: Curioinvest......
AdvisorPeak Introduces New Model Portfolios on Trading Platform
Fintech Investment Services News Risk Management Trading

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based trading and rebalancing platform today. Over 900 advisors and wealth management professionals now have access to THOR Financial Technologies’ ESG, Global, Individual Stock, and U.S. Models. THOR provides a technology-driven, proactive investment management engine along with model portfolios that are time and......
Barclays Data: 2020 Highest Ever Year for Scams
Banking Business Fintech News

Barclays Accelerator Welcomes New York Class of 2021

Fintech News Desk
by Fintech News Desk0
Barclays is excited to introduce the latest class of FinTech-focused startups that will join the 2021 New York Barclays Accelerator, powered by Techstars. Established in 2014, this intensive 13-week program is designed to fast-track the next generation of FinTechs. Participating companies will collaborate with a team of Barclays executives, the......
Wolters Kluwer CCH Tagetik recognized as a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
Business Fintech News

Orkla, Based in Norway, Chooses Wolters Kluwer and Its CCH Tagetik Expert Solution To Meet Current and Future Financial Consolidation, Regulatory and Reporting needs

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals, has signed an agreement with Orkla, to effectively support them in replacing their legacy consolidation solution. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart......
London Stock Exchange completes acquisition of Refinitiv
Business Fintech News

London Stock Exchange Completes Acquisition of Refinitiv

Fintech News Desk
by Fintech News Desk0
Further to the announcement on 28 January 2021, London Stock Exchange Group plc (“LSEG” or the “Company”) confirms that its all-share acquisition of Refinitiv (the “Transaction”) has now completed. David Schwimmer, Chief Executive Officer, LSEG: “Completion of the acquisition of Refinitiv marks an important milestone in LSEG’s history. I am......
InsiderScore Achieves New Milestones in 2020, Expands Product Offering and Business
Business Fintech Investment Services News

InsiderScore Achieves New Milestones in 2020, Expands Product Offering and Business

Fintech News Desk
by Fintech News Desk0
Rapid client growth and new product launches cap a record year as InsiderScore looks to build on momentum with new datasets, insights, and delivery formats InsiderScore, a provider of investment data and analytics on publicly traded U.S. companies, today announced record growth in 2020 driven by surging investor demand for......
CLARA Analytics Introduces New Product Lineup To Address the Entire Claim Life Cycle
Artificial Intelligence Fintech News

CLARA Analytics Introduces New Product Lineup To Address the Entire Claim Life Cycle

Fintech News Desk
by Fintech News Desk0
Company Continues To Display Industry Leadership and Innovation With Latest Offerings CLARA Analytics (“CLARA”), the leading provider of artificial intelligence (AI) technology in the commercial insurance industry, today announced changes and additions to its product suite. The newly configured CLARA Triage, CLARA Treatment, CLARA Litigation and CLARA MSP Compliance products are designed to meet the needs of......
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