Search Results for: tax planning

Vena Powers FP&A and CPM for Banking With Best Practice Pre-Configured Solution
Finance Fintech News

Vena Powers FP&A and CPM for Banking With Best Practice Pre-Configured Solution

Fintech News Desk
by Fintech News Desk0
Vena for Banking and Credit Unions streamlines net interest margin planning, detailed profitability analysis and more with process automation, data integration and a native Excel interface to help banks scale growth amid evolving market conditions  Vena, the Complete Planning platform loved by finance and trusted by business, announced the release......
Digital Bank Oxygen Announces SVP, Head of Finance & Corporate Development
Banking Fintech News

Digital Bank Oxygen Announces SVP, Head of Finance & Corporate Development

Fintech News Desk
by Fintech News Desk0
Airende Ojeomogha has joined the Oxygen leadership team as SVP, Head of Finance & Corporate Development to help build out the function at a pivotal point in the company’s rise, bringing with him a wealth of experience gained from a number of roles in global finance spanning fintech, consulting, investing......
MarketSpark Secures $7 Million Series B Financing Round Led by IDT Corporation
Digital News

MarketSpark Secures $7 Million Series B Financing Round Led by IDT Corporation

Fintech News Desk
by Fintech News Desk0
Industry Leading Provider of Managed Wireless Services to Aggressively Scale Sales, Marketing and Platform Development MarketSpark, the industry leading provider of managed wireless services for POTS (Plain Old Telephone Service) replacement today announced it has completed a $7 million Series B round of financing to accelerate growth and rapidly scale its sales, marketing......
BillingPlatform Launches New Partner Program and Marketplace
Business News

BillingPlatform Launches New Partner Program and Marketplace

Fintech News Desk
by Fintech News Desk0
Partnership ecosystem coupled with world-class billing platform and other enabling technology solutions help customers grow their businesses and increase profitability BillingPlatform, the leading global cloud-based monetization and billing solution provider, announced a comprehensive new partner program designed for system integrators, independent software vendors, consulting firms and other partners with complementary......
Burkland Launches New Dedicated Practice for Financial Technology Startups
Blockchain Fintech News

Burkland Launches New Dedicated Practice for Financial Technology Startups

Fintech News Desk
by Fintech News Desk0
Dream team of Fractional CFOs, Controllers and Accountants provides strategic financial guidance from Pre-Seed to Series C and beyond Burkland, a full service fractional CFO and accounting provider for startups, announced a new dedicated Financial Technology practice team. Specifically developed to meet the needs and address the challenges facing Financial......
Voya Financial Announces New Operating Model to Advance Its Growth Strategy
Investment Services Investments News

Voya Financial Announces New Operating Model to Advance Its Growth Strategy

Fintech News Desk
by Fintech News Desk0
Evolved model will position Voya’s Retirement, Employee Benefits and Investment Management businesses for continued growth Michael Smith and Charles Nelson named vice chairmen Heather Lavallee named CEO, Wealth Solutions and Robert Grubka named CEO, Health Solutions Voya Financial, Inc., announced several updates to its operating model and leadership team. The......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
Solutions First Financial Group Opens
Finance Fintech News

Solutions First Financial Group Opens

Fintech News Desk
by Fintech News Desk0
Bringing A Comprehensive Approach to Financial Planning Solutions First Financial Group is proud to announce the opening of its Scottsdale office, where founders Joe and Patty Donti will bring their Prep Better All-Weather Planning strategies to serve retirees throughout Arizona. Joe Donti, financial industry veteran and founder of Solutions First Financial Group said, “Solutions First......
Financial Executives Adapting Controls and Financial Reporting to Overcome Global Pandemic Challenges
Finance Fintech News

Financial Executives Adapting Controls and Financial Reporting to Overcome Global Pandemic Challenges

Fintech News Desk
by Fintech News Desk0
Cyber security a top risk concern Cyber security risks and additional financial reporting controls brought about by the global health crisis and a virtual work environment kept financial executives up at night, according to a survey by U.S. audit, tax and advisory firm KPMG LLP. More than 91 percent of......
Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation
Investment Services News

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

Fintech News Desk
by Fintech News Desk0
Wealth Manager helps business owners integrate exit planning into their business, personal and financial goals HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional......
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