Search Results for: tax management

Krissy Davis Named Leader of Deloitte's US Investment Management Sector
Investments News Risk Management

Krissy Davis Named Leader of Deloitte’s US Investment Management Sector

Fintech News Desk
by Fintech News Desk0
Davis, a 24-year Deloitte veteran, is the first woman to lead this key sector serving more than 90% of global Fortune 500 financial services companies Deloitte announced that Krissy Davis has been named the leader of its U.S. investment management sector, a key strategic area that serves nine out of 10......
InvestaX Approaches to Tokenize the World with MAS Fintech Sandbox
DeFi News

InvestaX Approaches to Tokenize the World with MAS Fintech Sandbox

Fintech News Desk
by Fintech News Desk0
InvestaX launches the exchange in the sandbox of the Monetary Authority of Singapore (MAS) offering key infrastructure to bring liquidity to digital securities. Singapore-based InvestaX is a MAS licensed online trading and investment platform for Digital Securities (DSO) and Security Tokens (STO) for trading in private markets to global tier that focuses......
Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings
Fintech Investment Services News

Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings

Fintech News Desk
by Fintech News Desk0
Silver’s extensive regulatory cost basis & tax reporting capabilities and other data management solutions will be integrated into the Apex platform and available as independent SaaS offerings Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a......
Twain Financial Partners Delivers Solar Energy Through Debt Financing and Investment Tax Credits
Fintech Investments News

Twain Financial Partners Delivers Solar Energy Through Debt Financing and Investment Tax Credits

Fintech News Desk
by Fintech News Desk0
Twain Financial Partners is bringing both debt financing and Investment Tax Credit (ITC) equity to solar energy projects across the country. This move positions Twain as a one-stop shop for solar installers looking for installation financing, debt and tax equity. Twain makes equity investments in solar projects that qualify for......
BNY Mellon Investment Management Commences Trading of Active ETF Solutions
Investments News

BNY Mellon Investment Management Commences Trading of Active ETF Solutions

Fintech News Desk
by Fintech News Desk0
The BNY Mellon Ultra Short Income ETF–First of Several Upcoming Active ETFs to Bring BNY Mellon Investment Management Specialist Capabilities to ETF Market BNY Mellon Investment Management, one of the world’s largest asset managers with $2.3 trillion in assets under management, announced the expansion of its Exchange-Traded Funds (ETFs) range with......
CommerceIQ Closes Explosive First Half 2021, Cementing Its E-Commerce Management Leadership Position on the Heels of Series C Funding
E-commerce News

CommerceIQ Closes Explosive First Half 2021, Cementing Its E-Commerce Management Leadership Position on the Heels of Series C Funding

Fintech News Desk
by Fintech News Desk0
Sets the Stage for Second Half with Furthering Omnichannel Offering, Introduction of New Market Insights Dashboard, Boost in Headcount, Multiple Industry Awards and Analyst Coverage CommerceIQ, the leading e-commerce management platform provider, announced it has closed a record-breaking first half of 2021 on the heels of its Series C funding,......
Red River Bank Selects Teslar Software’s Full Suite of Portfolio Management Tools
Banking Fintech News

Red River Bank Selects Teslar Software’s Full Suite of Portfolio Management Tools

Fintech News Desk
by Fintech News Desk0
$2.8 billion-asset bank chooses end-to-end loan origination platform to boost efficiencies, support growth Teslar Software, provider of portfolio management tools that aggregate and automate lending and deposit operations for community financial institutions, announced that Red River Bank has selected their end-to-end loan origination platform, allowing the bank to streamline and automate......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
iManage Raises the Bar for Comprehensive Risk Management Coverage with New iManage Cloud Services
Cloud News Risk Management

iManage Raises the Bar for Comprehensive Risk Management Coverage with New iManage Cloud Services

Fintech News Desk
by Fintech News Desk0
Company helps prepare legal and professional services firms for the Future of Work by providing cloud-based services while maintaining proven on-premise offerings  iManage, the company dedicated to Making Knowledge Work, announced the availability of its risk management products in the iManage Cloud, beginning Q4 2021. The choice of deployment model,......
ZenLedger Raises $6M Series A Funding To Simplify Cryptocurrency Taxes and Accounting
Blockchain Cryptocurrency Digital Asset Management News

ZenLedger Raises $6 Million Series A Funding To Simplify Cryptocurrency Taxes and Accounting

Fintech News Desk
by Fintech News Desk0
As the cryptocurrency industry experiences growing scrutiny from regulatory bodies, ZenLedger’s platform provides a seamless experience for traders and accountants ZenLedger, the leading cryptocurrency tax software and blockchain analytics startup, announced a $6 million Series A funding round led by Bloccelerate VC. Investors include Mark Cuban’s Radical Ventures, G1 VC,......
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