Search Results for: tax planning

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Envestnet Rolls Out Data-Driven ‘Recommendations Engine’ for Enterprises

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc. (NYSE: ENV) has announced the launch of the new version of its Recommendations Engine for enterprise organizations. Read More:  DeFi Platform OIN Finance Integrates With Frontier and Introduces FRONT to OINDAO The Recommendations Engine smartly sifts through the wealth and industry data across Envestnet’s unified platform, which includes......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Business Fintech News Robotic Process Automation

Avalara Enhances Portal for Developers with Improved Capabilities and User Experience

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of tax compliance automation software for businesses of all sizes, announced the launch of its new Avalara Developer portal, which helps developers create new integrations with Avalara and supports Avalara customers with their integrations. The redesigned site offers developers access to an easy-to-use, self-serve portal with......
Pilot Raises $60M Series C to Modernize the Back Office
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Pilot Raises $60M Series C to Modernize the Back Office

Fintech News Desk
by Fintech News Desk0
Pilot, the largest provider of back office services for startups and small businesses in the US, announced today that it has closed a $60 million Series C led by Sequoia Capital, doubling its total funding to $120 million including investments from Index Ventures and Stripe. The additional raise enables Pilot......
Gotransverse Closes 2020 with Globalization, Business Intelligence, Ecosystem, and Personalization Features for Innovative Monetization Models
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Gotransverse To Explore Future of Recurring Revenue At Monetize Forum 2021

Fintech News Desk
by Fintech News Desk0
Gotransverse , the leading global provider of enterprise order-to-cash solutions, will be reviewing the company’s vision as to what lies ahead in sophisticated monetization and complex billing for organizations seeking to capitalize on recurring revenue. In a session entitled “Sophisticated Monetization: Planning for the Future,” Gotransverse executives will outline why......
Nasdaq’s Annual Global Compliance Survey 2020: Accelerating Surveillance Technology Demand From Financial Firms During COVID-19
Business Fintech News

Nasdaq’s Annual Global Compliance Survey 2020: Accelerating Surveillance Technology Demand From Financial Firms During COVID-19

Fintech News Desk
by Fintech News Desk0
Nasdaq launched its 6th annual Global Compliance Survey produced in collaboration with Greenwich Associates. The survey gathers qualitative and quantitative feedback from more than 200 compliance professionals and executives in the financial industry worldwide, representing sell- and buy-side firms and market infrastructure organizations. Unique to the latest edition of the Global Compliance Survey, respondents cite......
RightCapital and Allianz Life Announce Partnership
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RightCapital Announces Integration Within LPL Financial’s ClientWorks Technology Platform

Fintech News Desk
by Fintech News Desk0
RightCapital, Inc. (RightCapital), the fastest-growing company in the financial planning software space, today announced integration with LPL Financial advisor technology platform, ClientWorks. The integration will provide advisors additional choice and a more streamlined experience to deliver financial planning services to their clients. Read More: Ondot’s Card Management Platform Now Offers Digital......
Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution
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Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution

Chris Sonzogni
by Chris Sonzogni0
Financial advice tends to be a localized business. Where other financial services have digitized and fractured, relying on mobile apps and decentralization to boost margins and cut overhead, many advisory firms haven’t followed suit. The introduction of the coronavirus has largely changed that. And the changes the virus has ushered......
AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
Business Fintech News

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
xTuple-Announces-Launch-of-Intuit-QuickBooks-Integration-Top-ERP-Solution-Partners-with-Popular-Accounting-Software
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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.......
Everyware®-Launches-'Text-to-Give'-Holiday-Campaign-in-Honor-of-Giving-Tuesday
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Everyware Launches ‘Text to Give’ Holiday Campaign In Honor Of Giving Tuesday

Fintech News Desk
by Fintech News Desk0
In honor of Giving Tuesday on December 1st, Everyware, a leading contactless payments and customer engagement solutions company, is launching its ‘Text to Give‘ holiday campaign. Organizations in need of donations and planning fundraising efforts at the end of the year can use Everyware’s ‘Text to Give’ solution to raise funds – making it......
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