Search Results for: tax planning

RocketDocs and Door Announce New Integration, Streamlining Digital Information Exchange for Asset Managers
Business Fintech News

RocketDocs and Door Announce New Integration, Streamlining Digital Information Exchange for Asset Managers

Fintech News Desk
by Fintech News Desk0
RocketDocs and Door have collaborated on a new service which allows asset managers to streamline the information exchange with their clients while finding greater efficiencies in overall data management. Door will now monitor RocketDocs for live updates to information on asset managers’ investment strategies, which are then sent in real......
Banking Business Fintech Investment Services News

Jeffrey Levine Joins Holistiplan

Fintech News Desk
by Fintech News Desk0
Holistiplan, an award-winning tax planning software for advisors built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities, today announced that Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS® will join Holistiplan as Tax Planning Strategist. “We are very excited that Jeff is joining......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
by Fintech News Desk0
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
Financial Gravity Rolls Out The Real Risk Meter™
Business Fintech News Risk Management

Financial Gravity Rolls Out The Real Risk Meter™

Fintech News Desk
by Fintech News Desk1
Financial Gravity Companies Inc. in partnership with Applied Behavior Finance, Inc. (ABF), releases The Real Risk MeterTM, a new SaaS based tool for advisors in the wealth management industry that challenges Riskalyze, Finametrica, and other risk analysis tools. www.realriskmeter.com Dr. William Nelson, Co-Founder of ABF, acknowledged, “We know we’re taking on an 800-pound......
Great Valley Advisor Group Adds Bernicke Wealth Management
Fintech Investment Services News

Great Valley Advisor Group Adds Bernicke Wealth Management

Fintech News Desk
by Fintech News Desk0
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......
Apple Growth Partners Adds Female Executives to Leadership Team
Fintech News

Apple Growth Partners Adds Female Executives to Leadership Team

Fintech News Desk
by Fintech News Desk0
Apple Growth Partners (AGP), award-winning accounting and business advisory firm, has announced two recent appointments to the leadership team. Susan Burnoski, CPA, and Christine Waltjen, CPA, have joined the firm’s Executive Committee. @apple_growth announces two female leaders joining executive committee Susan Burnoski, CPA, is a principal and director of audit......
New AICPA Chair: Accountants’ Experience Needed Now More Than Ever
Fintech News

New AICPA Chair: Accountants’ Experience Needed Now More Than Ever

Fintech News Desk
by Fintech News Desk0
Accounting professionals have a crucial role to play in fostering prosperity, opportunity and trust during the current crisis, according to Tracey Golden, the new chair of the American Institute of CPAs (AICPA), the world’s largest member organization representing the CPA profession. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
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