Search Results for: tax management

Future FinTech Announces the Closing of the Acquisition of Sichuan Ticode Supply Chain Management Co., Ltd.
Fintech News

Future FinTech Announces the Closing of the Acquisition of Sichuan Ticode Supply Chain Management Co., Ltd.

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc., a leading blockchain e-commerce company and a service provider for financial technology, today announced that on April 16, 2021, the Company closed its acquisition of a 60% equity interest in Sichuan Ticode Supply Chain Management Co., Ltd. (“Ticode”) from Sichuan Longma Electronic Technology Co., Ltd. (“Longma”). As previously announced......
Futuregrowth Asset Management Expands Strategic Relationship with Confluence
Investments News Risk Management

Futuregrowth Asset Management Expands Strategic Relationship with Confluence

Fintech News Desk
by Fintech News Desk0
South African-based asset manager with $13B in AUM moves into Production with Confluence’s Delta solution Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider that helps the investment management industry solve complex investment data challenges, today announced it has expanded its relationship with Futuregrowth Asset Management (Pty) Ltd (“Futuregrowth”). Futuregrowth is......
Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council
Business Finance Fintech News

Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council

Fintech News Desk
by Fintech News Desk0
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Gil Baumgarten, President of Segment Wealth Management, an award-winning advisory services firm in Houston, Texas, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning,......
Zywave Acquires Enquiron, A Trusted Provider Of Risk Management Solutions
InsurTech News Risk Management

Zywave Acquires Enquiron, A Trusted Provider Of Risk Management Solutions

Fintech News Desk
by Fintech News Desk0
Enquiron’s proven engagement success, data and technology solutions will complement Zywave’s existing product portfolio and help drive ROI for customers Insurance technology provider, Zywave, announced the acquisition of Boston-based Enquiron, a leading provider of risk management and consultative business solutions. Combined with Zywave’s existing portfolio of solutions, the acquisition reinforces Zywave’s......
J.P. Morgan Expands Use of the Acin Operational Risk Management and Benchmarking Platform
Fintech News Risk Management

J.P. Morgan Expands Use of the Acin Operational Risk Management and Benchmarking Platform

Fintech News Desk
by Fintech News Desk0
J.P. Morgan and Acin announce that the global financial firm is expanding its use of the Acin platform to cover its Global Markets business. “Our established operational risk management frameworks enable the firm to monitor key areas of risk. The Acin platform and network will enable additional efficiency and a......
BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services
Investment Services Investments News

BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services

Fintech News Desk
by Fintech News Desk0
BNY Mellon has secured a mandate from global investment manager, Charles Schwab Investment Management, Inc., to deliver transfer agency services. BNY Mellon was selected based on its long-term commitment to the transfer agency business, as well as its experience delivering a leading client service model, technology platform and operational services.......
Prevision.io Launches Pay-As-You-Go AI Management Platform to Make AI Accessible to All Companies
Fintech News Risk Management

PINTEC to Acquire Jishengtai in Expanding Fully Digitized Securities Brokerage and Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Pintec Technology Holdings Limited , a leading independent technology platform enabling financial services in China, announced that it has entered into an agreement to acquire all of the equity interest in Shenzhen Jishengtai Technology Co. Ltd (“JST”), a securities technology firm based in Shenzhen, China.  JST internally designs and fully implements an......
Future Fintech Entered Into Amendment Agreement to Acquire Nice Talent Asset Management
Fintech News

Future Fintech Entered Into Amendment Agreement to Acquire Nice Talent Asset Management

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc., a leading blockchain-based e-commerce business and a fintech service provider, announced today that further to its February 26, 2021 press release, it has entered into an amendment (the “Amendment”) to its Share Exchange Agreement (the “Agreement”) with Joy Rich Enterprises Limited (“Joy Rich“) to acquire 90% of the......
KPMG's New Tax Data Reader Tool Automates Analysis Of Financial Data, Simplifying Tax Filing Season
Investment Services Investments News Technology

KPMG’s New Tax Data Reader Tool Automates Analysis Of Financial Data, Simplifying Tax Filing Season

Fintech News Desk
by Fintech News Desk0
Firm receives patent on natural language processing and character recognition technology As companies continue to struggle with synthesizing and understanding enormous amounts of data, especially financial data, and remaining tax compliant, KPMG LLP today announced it was granted U.S. Patent No. 10,922,358 for its Tax Data Reader innovation. This tool rapidly extracts......
FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot
Finance Fintech News

FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth management solution for financial advisors, announced today the launch of, The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary......
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