Search Results for: tax management

Jane Rheem Joins Patra as Chief Data & Analytics Officer
Business InsurTech News

Jane Rheem Joins Patra as Chief Data & Analytics Officer

Fintech News Desk
by Fintech News Desk0
Patra expands management team to support growth and new data initiatives Patra, a leading provider of technology-enabled solutions for the insurance industry, announced that veteran analytics executive Jane Rheem has joined the company as Chief Data & Analytics Officer. Rheem was most recently VP & Chief Analytics Officer at UFG Insurance, where......
Trovata, ICD Launch Integrated Corporate Treasury Workflow with Bandwidth, Inc.
Banking Fintech News

Trovata Adds Marketing Executive to Drive Expansion

Fintech News Desk
by Fintech News Desk0
Trovata announced today it has added a marketing executive to its senior leadership team. Trovata, a leader in automating cash reporting and forecasting through wholesale, multi-bank API data aggregation, announced today it has added a marketing executive to its senior leadership team. Amanda Thomas, VP of Marketing, joins Trovata with......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Fintech Investment Services News

Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes

Fintech News Desk
by Fintech News Desk0
Envestnet, is rolling out a series of technology enhancements, including innovative features in the Envestnet | Tamarac platform that enable independent registered investment advisers (RIAs) to efficiently manage and track annual capital gains taxes in clients’ taxable accounts. Read More: Aumni Extends Series A to Include Orrick, Donnelley Financial Solutions and......
Facebook Fintech Executive Oliver Gratry Joins LeaseLock as CFO
Fintech InsurTech News

Mychelle Johnston Joins LeaseLock as Director, Enterprise Accounts

Fintech News Desk
by Fintech News Desk0
The multifamily sales and marketing veteran brings both operator and supplier partner experience LeaseLock, the leading insurtech software platform that totally eliminates security deposits, surety bonds and guarantors in rental housing, announced Mychelle Johnston has joined the company as Director, Enterprise Accounts. Read More: DBS Debuts New Content Line-up to Help......
Raiffeisen Banking Group and Banking Technology Partner SDS Announce Joint Future Plans
Banking Fintech News

Raiffeisen Banking Group and Banking Technology Partner SDS Announce Joint Future Plans

Fintech News Desk
by Fintech News Desk0
The Raiffeisen Banking Group and SDS announce the signing of a multi-year cooperation agreement. The Austrian Raiffeisen Banking Group is the country’s largest banking group with the most intricate network of banks and around 2.8 million retail customers in Austria. Through Raiffeisen Bank International (RBI), the group is represented in......
What Should First-Time FinTech Adopters of Online Invoicing Tools Be Asking Themselves?
Business Featured Fintech Fintech Startups

What Should First-Time FinTech Adopters of Online Invoicing Tools Be Asking Themselves?

Paroma Sen
by Paroma Sen0
A Few Things First-Time FinTech Adopters of Online Invoicing Tools Should Be Asking Themselves The absence of a feature-rich online invoicing tool can reduce business operational efficiencies. Gone are the days for companies to send out printed invoices or for that matter, create invoices on a case to case basis.......
Cloverleaf
Business Fintech News

Clearwater Analytics Announces Strategic Alliance with J.P. Morgan to Offer Comprehensive Solutions for Insurance Companies

Fintech News Desk
by Fintech News Desk0
Clearwater Analytics announced a strategic alliance with J.P. Morgan’s Securities Services to provide global insurance clients with the ability to bundle multi-basis investment accounting and regulatory reporting with custody and comprehensive fund services. This solution leverages best-in-class technology to automate investment accounting and regulatory reporting for both insurance separate account......
TailorInsight Releases Report on 'Intel, Nvidia and WIMI Hologram Cloud Are Building Ecological Advantages in High-end Chips'
Fintech News

TailorInsight Releases Report on ‘Intel, Nvidia and WIMI Hologram Cloud Are Building Ecological Advantages in High-end Chips’

Fintech News Desk
by Fintech News Desk0
TailorInsight, the fintech market research organization, recently released a research report ‘Intel, Nvidia and WIMI Hologram Cloud Are Building Ecological Advantages in High-end Chips’. The new infrastructure brings new opportunities for the development of the widely concerned IC industry chain. In an interview with reporters, a number of experts, scholars,......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
Are Your Fintech Partners Prepared for Increased Online Demand This Holiday Season?
Business Fintech Guest Posts News

Are Your Fintech Partners Prepared for Increased Online Demand This Holiday Season?

Amit Mathradas
by Amit Mathradas0
As retailers and fintech providers prepare for the holidays amid the COVID-19 pandemic, many are gearing up for a season that will look much different from past years. In fact, major retailers are preparing for an online holiday shopping season that will extend over months instead of weeks. Similarly, many......
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