Search Results for: tax management

First Affirmative Launches Pioneering "AffirmativESG" Advisor Workstation
Business Fintech News

First Affirmative Launches Pioneering “AffirmativESG” Advisor Workstation

Fintech News Desk
by Fintech News Desk0
The Smart and Easy Way to Invest for Impact and Competitive Returns The right thing to do should be the easy thing to do. Now, with the launch of First Affirmative Financial Network’s AffirmativESG advisor workstation, it’s easier than ever for financial advisors to help their clients find stocks that bring......
Planswell Fills C-Suite with Eye Towards Global Expansion
Fintech Investment Services News

55ip Brings on Three New Managing Directors

Fintech News Desk
by Fintech News Desk0
Addition of key personnel will support its mission of empowering advisor growth through intelligent, tax-smart investment strategies 55ip has added three managing directors to meet increasing advisor demand for its tax-smart investment strategy engine. The firm has appointed Silvio DeVincentis as Managing Director and Head of Quantitative Research and Development, Michael Camp, CFA, as......
Chargebee Secures $55M in Series F Funding to Capture the Global Shift to Subscriptions.
Fintech Fintech Funding News

Chargebee Secures $55M in Series F Funding to Capture the Global Shift to Subscriptions.

Fintech News Desk
by Fintech News Desk0
Funding to enable product expansion to service high-growth businesses to launch, adapt, and scale subscription revenue operations globally. Chargebee, Inc., the subscription billing and revenue operations platform powering thousands of fast-growth subscription businesses, today announced a new $55M Series F funding round led by Insight Partners. The current round of funding includes participation from......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Fintech News

Avalara Announces 16 Newly Certified Integrations into Business Applications

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 16 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Avalara has been a partner-centric company since its founding in 2004, with a concerted focus on integrating......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
Amazon Sellers Gain Breakthrough Financial Solutions With Alta by Helium 10
Business Fintech Fintech Funding Investment Services News

Amazon Sellers Gain Breakthrough Financial Solutions With Alta by Helium 10

Fintech News Desk
by Fintech News Desk0
With Helium 10 Alta, Amazon sellers now have access to powerful financial solutions that include a robust digital wallet, rapid approval credit lines, daily advances on Amazon payments, international direct payment and tax management. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo “We know e-commerce......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Melius Investment's 'Next Generation' EAM Portfolios to Join Smartleaf's Model Hub
Artificial Intelligence Business Fintech Investment Services News

Melius Investment’s ‘Next Generation’ EAM Portfolios to Join Smartleaf’s Model Hub

Fintech News Desk
by Fintech News Desk0
Smartleaf, one of the industry’s leading Overlay Management platforms, and MIGMIR LLC, dba Melius Investments, an RIA built upon the power and promise of Ensemble Active Management, are pleased to announce that Melius’s EAM Portfolios are being added to Smartleaf’s model hub. Read More: Bank of Montreal, Motley Fool, Pernod......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Business Fintech News Robotic Process Automation

Avalara Announces 20 Newly Certified Integrations Into Business Applications

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 20 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms Avalara......
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