Search Results for: tax management

Techstars and J.P. Morgan Launch Founder Catalyst Program in Oakland
Investments News

Techstars and J.P. Morgan Launch Founder Catalyst Program in Oakland

Fintech News Desk
by Fintech News Desk0
The fourth Pre-Accelerator Program in the partnership supporting women and non-binary entrepreneurs Techstars, a global investment business that provides access to capital, one-on-one mentorship, and programming for early-stage entrepreneurs, and leading global financial services firm J.P. Morgan, open applications for their next Founder Catalyst Program in Oakland, CA. Similar to the successful......
Bitwave Announces New Marketplace Partnership with Sage
Cryptocurrency News

Bitwave Announces New Marketplace Partnership with Sage

Fintech News Desk
by Fintech News Desk0
New integration with Sage Intacct enables joint customers to seamlessly account for digital asset transactions such as AP and AR cryptocurrency payments or revenue events Bitwave, the first enterprise-focused digital asset platform designed to manage the intersection of cryptocurrency tax, accounting, and compliance, announces today a new affiliation with Sage,......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
Lili, the Financial One-Stop-Shop for Small Business Owners, Debuts New Payment Solutions and Third Party Integrations
Digital Payments News

Lili, the Financial One-Stop-Shop for Small Business Owners, Debuts New Payment Solutions and Third Party Integrations

Fintech News Desk
by Fintech News Desk0
The top banking platform built for small business owners announces new integration and payments tools with Stripe. Lili, the leading financial one-stop-shop for small business owners, combining banking, tax management and accounting software announced today an extension of its offering, by adding payment solutions and third party integrations. These new......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
BigCommerce and Elite Partner Digital River Give Merchants the Ability to Unlock Global Sales
Commerce E-commerce News

BigCommerce and Elite Partner Digital River Give Merchants the Ability to Unlock Global Sales

Fintech News Desk
by Fintech News Desk0
New all-in-one Merchant of Record integration encompasses compliance and risk protection and an embedded global tax management solution to simplify cross-border selling, accelerate global expansion and drive revenue BigCommerce, a leading Open SaaS ecommerce platform for fast-growing and established B2C and B2B brands, announced a direct integration with Digital River, an......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
Avalara Announces 10 Newly Certified Integrations into Business Applications and 22 New Marketplace Customers
B2B B2C Fintech Mobile Banking News Risk Management

Avalara Announces 10 Newly Certified Integrations into Business Applications and 22 New Marketplace Customers

Fintech News Desk
by Fintech News Desk0
Avalara, Inc. , a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced the release of 10 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications, in addition to adding 22 new marketplace customers utilizing Avalara tax technology solutions. Read......
xTuple-Announces-Launch-of-Intuit-QuickBooks-Integration-Top-ERP-Solution-Partners-with-Popular-Accounting-Software
Business Fintech News

xTuple Announces Launch of Intuit QuickBooks Integration: Top ERP Solution Partners With Popular Accounting Software

Fintech News Desk
by Fintech News Desk0
xTuple, the top ERP software for small to mid-sized businesses, today announced an innovative integration with popular accounting software Intuit QuickBooks. This integration will help small to medium-sized businesses manage the entire flow of their operations and automate their accounting processes, with a few simple clicks, saving them valuable time and money.......
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