Search Results for: tax management

Wolters Kluwer Lien Solutions Hosts Webinar on Lender Best Practices to Manage Looming Auto Repossessions
Fintech News

Wolters Kluwer Tax & Accounting Expands Professional services for TeamMate expert solutions through a collaboration with Protiviti Ltd. in Europe

Fintech News Desk
Wolters Kluwer Tax & Accounting announced that it is collaborating with Protiviti Ltd. to deliver TeamMate expert solutions in the European market. This means that Protiviti will now be able to provide implementation services, project management, and product expertise for TeamMate customers within Europe. Read More: GIACT Donates Identity and......
UK DB Pension Schemes Lose up to £250m a Year Due to Use of Less Tax-Efficient Funds, Research by AMX and Northern Trust Reveals
Fintech Fintech Funding Investment Services News

UK DB Pension Schemes Lose up to £250m a Year Due to Use of Less Tax-Efficient Funds, Research by AMX and Northern Trust Reveals

Fintech News Desk
UK defined benefit (DB) pension schemes are losing out on over £250m of additional income per year in their global equity portfolios because they are investing via less tax-efficient fund structures than those available, according to new research from The Asset Management Exchange (AMX) and Northern Trust, conducted by Broadridge......
The Hartford Names Amy Stepnowski Chief Investment Officer, President Of Hartford Investment Management Company
Fintech Investment Services News Risk Management

The Hartford Names Amy Stepnowski Chief Investment Officer, President Of Hartford Investment Management Company

Fintech News Desk
The Hartford has appointed Amy Stepnowski to the positions of Chief Investment Officer of The Hartford and President of Hartford Investment Management Company (HIMCO) effective Aug. 1. She will succeed Brion Johnson who will remain with the company in an advisory capacity through the end of the year. Read More: bitFlyer:......
USA Technologies Announces $55 Million Common Stock Investment from Multiple Investors
Fintech News

USA Technologies Adds Depth to Management Team with New General Counsel Position and Interim CFO

Fintech News Desk
USA Technologies, a cashless payments and software services company that provides end-to-end technology solutions for the self-service retail market, announced that Davina Furnish has been named General Counsel and Eugene C. Cavanaugh has been hired as interim Chief Financial Officer. Read More: GlobalFintechSeries Interview with Brandon Dewitt, Co-founder and CTO......
Launch of Follow-On Preferred Equity Offering for World’s First Tax-Exempt Global Digital Bank
Fintech Investment Services Mobile Banking News

Launch of Follow-On Preferred Equity Offering for World’s First Tax-Exempt Global Digital Bank

Fintech News Desk
US Capital Global Securities LLC, an affiliate of US Capital Global, is offering to eligible investors an investment opportunity of up to $5 million in EQITrade Limited (“EQITrade”). Following on from US Capital Global Securities’ convertible note offering for EQITrade earlier this year, EQITrade is now seeking $5 million in Series......
Great Valley Advisor Group Adds Bernicke Wealth Management
Fintech Investment Services News

Great Valley Advisor Group Adds Bernicke Wealth Management

Fintech News Desk
The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business......
FICO Awarded 13 New Patents for Responsible AI, Fraud and Decision Management
Artificial Intelligence Fintech News

FICO Awarded 13 New Patents for Responsible AI, Fraud and Decision Management

Fintech News Desk
Silicon Valley analytic software firm FICO has been awarded 13 new patents related to fraud, artificial intelligence (AI) and decision management. In total, FICO currently holds 198 US and foreign patents and 103 pending patent applications. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Five of......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech News

Tegra118 Releases New Enhancements to Fee Billing and Revenue Management Solution

Fintech News Desk
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced it will release version 8.5 of its comprehensive, cloud-based billing and revenue management solution Advantage Fee™ that includes new enhancements to further simplify fee......
Apptricity Releases New Version 8.0 Asset Management Solution
Fintech News

Apptricity Releases New Version 8.0 Asset Management Solution

Fintech News Desk
This release brings the most updated user experience and mapping to the market. Apptricity is pleased to announce the launch of the newest version of their popular Asset Management solution. This new version, 8.0, provides users with updates in the product’s overall design, new features, and architectural improvements that allow......
Technology Expense Management Gets a Boost Amid COVID-19 Economic Crisis
Artificial Intelligence Economy Fintech News

Technology Expense Management Gets a Boost Amid COVID-19 Economic Crisis

Fintech News Desk
Tangoe reports growth as enterprises seek greater control of expenses Tangoe, one complete solution for order, invoice, inventory and expense management across telecom, mobile and cloud environments, reported growth, as companies look to take control of expenses and rein in unnecessary spending amid the economic downturn brought on by COVID-19.......
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