Search Results for: tax management

HEYBIT Goes Global With Its Alpha-Seeking Crypto Roboadvisor
Cryptocurrency Fintech News

HEYBIT Goes Global With Its Alpha-Seeking Crypto Roboadvisor

Fintech News Desk
by Fintech News Desk0
As part of its effort to make the investment in cryptocurrency easier, safer and more affordable for everyone, a Korea-based startup, UPRISE, Inc., has launched its crypto roboadvisor service HEYBIT, previously provided only in Korea, for global audience on April 8, 2020. Read More: H2O.ai Empowers MarketAxess to Innovate and Inform Trading......
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution
Business Fintech News

PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution

Fintech News Desk
by Fintech News Desk0
Advisors can View Real-Time Plan & Participant Data from PCS within Envestnet Wealth Management Platform PCS Retirement, a leading provider of retirement plan recordkeeping services, announced the rollout of the ManagedPlan turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions......
FICO and Whistic Announce Cyber Risk Partnership
Fintech News

FICO Addresses Critical Resiliency Issues for Financial Services in Virtual Event

Fintech News Desk
by Fintech News Desk0
Series of interactive sessions shares insights into managing stressed customers, protecting against new scams and other topics As financial services providers worldwide come under unprecedented pressure from the coronavirus pandemic, analytics software firm FICO has launched a global virtual event aimed at helping leaders manage operations, customers and new fraud scams......
MFH Establishes Digital Ecosystem and Launches "Mercury Plan"
Fintech News

MFH Establishes Digital Ecosystem and Launches “Mercury Plan”

Fintech News Desk
by Fintech News Desk0
JMU Limited (“the Company”, “MFH”) announced the launch of its digital transformation plan, the “Mercury Plan.” The Mercury Plan is comprised of two elements: business acquisitions and ecosystem integration. Read More: Jack Henry & Associates Launches Core-Integrated Accounts Receivable Financing “The goal of the Mercury Plan is to create a global,......
SharperLending Introduces Joe Ware as Vice President of Sales
Fintech News

SharperLending Introduces Joe Ware as Vice President of Sales

Fintech News Desk
by Fintech News Desk0
Business Strategy, Financial Services Veteran Joins SharperLending Team to Expand Market Leadership Position and Drive Growth Mortgage and financial technology provider SharperLending is excited to announce the expansion of their sales organization. SharperLending welcomes Joe Ware as the new Vice President of Sales who will play an important leadership role in the......
Liberty National Bank Partners With Teslar Software to Streamline Commercial Lending
Banking Fintech News

Liberty National Bank Partners With Teslar Software to Streamline Commercial Lending

Fintech News Desk
by Fintech News Desk0
Bank selects advanced platform to increase portfolio management efficiencies, flexibility Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Liberty National Bank has selected its platform to improve productivity and increase transparency across exceptions tracking and reporting, helping to......
With Tax Season Complete, Avii Takes Audit to the Next Level with New Intelligent Auditing Software in Avii Workspace
Fintech News

Avii Adds Support for Microsoft Office 365 Calendar to Its Unified Accounting Platform

Fintech News Desk
by Fintech News Desk0
Avii Provides Accountants Using Avii Workspace™ for Tax, Audit and Advisory the Ability to operate seamlessly with MS Office 365 within the Unified Client Portal Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, announced the addition of Microsoft Outlook 365 Calendar to the......
Vroozi’s Digital Procurement and Accounts Payable Solution Achieves ‘Built for NetSuite’ Status
Fintech News Risk Management

Vroozi Named Procure-To-Pay and E-Procurement Value Leader by Spend Matters

Fintech News Desk
by Fintech News Desk0
The leading mid-market procurement provider receives strong scores for Nimble Persona in Q1 2020 SolutionMap Vroozi, the leading purchasing and spend management platform for the mid-market, has been named both a Value Leader and a Customer Leader in Spend Matters’ Q1 2020 E-Procurement and Procure-to-Pay SolutionMaps. Vroozi rated as a Value......
Loadsure Secures £1.1m in Final Seed Round Led by Insurtech Gateway
Fintech InsurTech News

Loadsure Secures £1.1m in Final Seed Round Led by Insurtech Gateway

Fintech News Desk
by Fintech News Desk0
Powered by predictive analytics, Loadsure will deliver on-demand spot freight cargo insurance to the U.S. market—all with one-click ease. Loadsure announced an investment of £1.1M led by Insurtech Gateway, alongside other corporate and angel investors. Attracting interest for its radically simplified and efficient approach to spot freight cargo insurance, the......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Fintech InsurTech News

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
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