Search Results for: tax management

Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays
Fintech Investment Services News Trading

Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays

Fintech News Desk
by Fintech News Desk0
Partnership aims to propel Russell Investments as the industry’s leading provider of customized tax-managed solutions Russell Investments has selected Vestmark, a leading provider of portfolio management and trading software and outsourced services, to power the design, construction and management of an array of inventive Personalized Managed Accounts (PMA) that can......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
Cryptocurrency News

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management

Fintech News Desk
by Fintech News Desk0
Brazilian asset manager will use Advent Portfolio Exchange® to manage multi-currency, multi-asset portfolio SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Vitra Gestão De Patrimônio Ltda (Vitra) has implemented SS&C’s Advent Portfolio Exchange® (APX) for tailored portfolio management and reporting. Vitra is also leveraging Advent Outsourcing Services for cloud delivery. Read......
With Tax Season Complete, Avii Takes Audit to the Next Level with New Intelligent Auditing Software in Avii Workspace
Fintech News

With Tax Season Complete, Avii Takes Audit to the Next Level with New Intelligent Auditing Software in Avii Workspace

Fintech News Desk
by Fintech News Desk0
As Audit and Advisory reign supreme as a critical need and differentiator for accounting practices, Avii, a leading practice management platform for tax, audit, advisory, is bringing additional advanced functionality forward in Avii Audit Procedures in the current 2.0 version of Avii Workspace™. Read More: Hummingbird Raises $8.2M To Automate Financial......
Fintech News

Xvoucher Launches a Global Tax Solution Designed for the Learning Ecosystem

Fintech News Desk
by Fintech News Desk0
Xvoucher, a division of Genuine Genius Technologies, LLC, is announcing the launch of their newest financial management solution: Global Tax Service. An innovative new service added to the Xvoucher platform. When it comes to the sale, distribution, and consumption of learning and testing, all taxes are not created equally. The......
Fintech News

Bruce Johnson Joins TaxCloud Government Affairs Team

Fintech News Desk
by Fintech News Desk0
Tax Simplification Leader Sees Natural Fit at Certified Service Provider TaxCloud, a leading online sales tax compliance service, is proud to announce that R. Bruce Johnson, former Utah Tax Commissioner, past President of the Federation of Tax Administrators and past Chairman of the Multistate Tax Commission has joined our team......
Business News

The First Free VAT Management Tool For Online Sellers

Fintech News Desk
by Fintech News Desk0
Now online sellers can access a free tool for automating VAT and tax duties in Europe.  hellotax, the online VAT company for online sellers, is offering a free online tool for the management of the VAT and all related tasks. Since 20 June 2020, hellotax.com is offering this powerful tool for FREE......
Future Fintech and Spondula Signed Term Sheet for Potential Acquisition
Blockchain Fintech News

Future FinTech Announces Acquisition of Nice Talent Asset Management

Fintech News Desk
by Fintech News Desk0
Future FinTech Group, a leading blockchain e-commerce and financial technology company, announced today that, further to its March 26, 2020 press release, it has entered into a Share Exchange Agreement (the “Agreement”) with Joy Rich Enterprises Limited (“Joy Rich“) to acquire 90% of the issued and outstanding shares of Nice Talent Asset......
Samsung and Microsoft Transform Real Estate and Smart Property Management
Artificial Intelligence Fintech News

Samsung and Microsoft Transform Real Estate and Smart Property Management

Fintech News Desk
by Fintech News Desk0
Samsung Electronics Co. and Microsoft Corp. announced a global collaboration focused on digitally transforming the real estate development and property management industries. This collaboration, combining smart appliances and digital cloud technologies, aims at helping to drive improved building operations and maintenance, along with creating better experiences for both service technicians......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
Fintech News

Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
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