Search Results for: tax management

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities
Capital Markets Fintech InsurTech News

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) and Raymond James Financial (“Raymond James”) have now unveiled integration that brings SIMON’s end-to-end digital platform for annuities to all 8,000+ Raymond James advisors. The new partnership extends SIMON’s best-in-class insurtech solution to Raymond James’ national network of advisors,......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage
Fintech InsurTech News

Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage

Fintech News Desk
by Fintech News Desk0
The insurtech startup aims to transform the role of retail agents in today’s insurance ecosystem Covered by SAGE, a modern, tech-enabled Property and Casualty (P&C) insurance brokerage revolutionizing the insurance industry, announced it has successfully closed a $6 million seed round, led by NFX with participation from Tectonic Capital and Treasury,......
SS&C Expands Data Solutions
Fintech Investment Services News

SS&C Expands Data Solutions

Fintech News Desk
by Fintech News Desk0
Advent TransPort optimizes custodial data operations SS&C Technologies Holdings, announced the launch of Advent TransPort, a solution for customizing custodial data. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers The latest addition to Advent Data Solutions enables clients to apply custom rules and logic to......
eMoney Advisor and Allianz Life Announce New Strategic Partnership
Business Fintech News Risk Management

eMoney Advisor and Allianz Life Announce New Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Allianz Life now has access to eMoney’s digital planning platform eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced a strategic partnership with Allianz Life Insurance Company of North America (Allianz Life®). The partnership provides Allianz Life with direct access to eMoney’s......
Kount Adds to Executive Team and Bolsters Product and Solution Momentum With New Vice President
Fintech News

Kount Adds to Executive Team and Bolsters Product and Solution Momentum With New Vice President

Fintech News Desk
by Fintech News Desk0
Vikram Dhawan brings depth of fraud prevention and risk management experience to accelerate Kount’s products and solutions in eCommerce fraud and account takeover protection Kount, the leader in identity trust and fraud prevention, announced Vikram Dhawan has been appointed as the Vice President of Product. With 15 years of experience......
Ten Ways RegTech Innovations will Change or Solve Compliance and Regulatory Issues
Featured Fintech

Ten Ways RegTech Innovations will Change or Solve Compliance and Regulatory Issues

Fintech News Desk
by Fintech News Desk0
Investopedia has defined RegTech as, “a blend word of ‘regulatory technology’ that was created to address regulatory challenges in financial services through innovative technology. RegTech consists of a group of companies that use cloud computing technology through software-as-a-service (SaaS) to help businesses comply with regulations efficiently and less expensively” Simply......
New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies
Fintech Investment Services News

New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies

Fintech News Desk
by Fintech News Desk0
New York Life Investments announced the launch of a strategic partnership with m+ funds, an innovative provider of defined outcome solutions. Through the partnership, New York Life Investments will become the exclusive distributor of m+ funds’ growing suite of defined outcome solutions to the U.S. retail market. Read More: Kreditech Rebrands......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Rob Snow of Morgan Stanley Recognized as a Lifetime Achiever in the Field of Financial Planning

Fintech News Desk
by Fintech News Desk0
Rob Snow, a Certified Financial Planner with Morgan Stanley, has been honored with a Lifetime Achiever Award from Credit Appraisals, an executive review firm for the finance industry. Rob’s tireless work for his clients’ best interests has brought him to the top of his game. His innovative and sound approach to financial......
Disruption House Partner With the Investment Association’s ‘Engine’ to Help Fast Track Innovation
Fintech Investment Services News

Disruption House Partner With the Investment Association’s ‘Engine’ to Help Fast Track Innovation

Fintech News Desk
by Fintech News Desk0
The fintech analysis agency, Disruption House, has been selected by investment trade body The Investment Association (IA) to fast track the adoption of specific technologies within asset management and capital markets. The new partnership between the two organisations has been established for its newly formed fintech accelerator programme, Engine. Read More: Finhabits Launches Microlearning......
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