Search Results for: tax planning

OCB Life to Launch Breakthrough BchainLife Blockchain 3.0 Technology Next Year
Blockchain Fintech News

OCB Life to Launch Breakthrough BchainLife Blockchain 3.0 Technology Next Year

Fintech News Desk
by Fintech News Desk0
OCB Life has developed a number of innovative Blockchain applications across multiple industries. As part of the company’s strategic plans, OCB Life intends to set up a decentralized, peer-to-peer exchange for financial products in the future. OCB Life also plans to create decentralized investment tools in Switzerland or Malta, which are recorded on......
Wolters Kluwer Podcast Series Launched to Educate Lenders Navigating COVID-19 Impacts
News Risk Management

Wolters Kluwer solutions help Doeren Mayhew CPAs and Advisors provide higher-quality audits

Fintech News Desk
by Fintech News Desk0
Firm adds CCH® ProSystem fx® Knowledge Coach and CCH® Accounting Research Manager® to its existing Wolters Kluwer solution set to better document risks, identify audit gaps, and streamline staff onboarding Today, Wolters Kluwer Tax & Accounting announced that Doeren Mayhew CPAs and Advisors, an Accounting Today 2020 Top 100 firm, has added CCH® ProSystem......
Penn Community Bank Selects Moody’s Analytics to Automate CECL Workflow
Economy Fintech News

Penn Community Bank Selects Moody’s Analytics to Automate CECL Workflow

Fintech News Desk
by Fintech News Desk0
Moody’s Analytics announced that Penn Community Bank has selected the ImpairmentStudioTM solution to support its adoption of the Current Expected Credit Loss (CECL) accounting standard. Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers Penn Community Bank selects Moody’s Analytics to automate its CECL workflow Banks and credit......
Artificial Intelligence Fintech News

Sootchy App Aims to Make Debt-Free College a Reality for Every Child by Eliminating Student Loans through 529 Plans

Fintech News Desk
by Fintech News Desk0
First-of-its-kind AI-enabled fintech platform helps avoid a future of student loan debt by leveraging friends and family networks–and tax advantaged 529 accounts Sootchy, a mobile and desktop college savings platform, is launching this fall to help millions avoid crushing student debt through the gifting power of family and friends and......
Mobile Banking News

JetBlue and Marcus by Goldman Sachs® Announce Broader Availability of MarcusPay™ – An Option for Customers to Pay Over Time

Fintech News Desk
by Fintech News Desk0
JetBlue and Marcus by Goldman Sachs® today announced that MarcusPay™ is now available for JetBlue flights in addition to vacation packages. MarcusPay, a no deposit, no-fee, fixed rate point-of-sale installment loan option, allows customers to pay for larger purchases over time. JetBlue, the platform’s inaugural partner, launched MarcusPay earlier this year exclusively......
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Probate Process Made Simple, Easy And Affordable With EZ-Probate

Fintech News Desk
by Fintech News Desk0
For the First Time, Customers Can Effectively and Inexpensively Avoid Probate or Probate an Estate Independently with EZ-Probate Solution Company Leads in Successfully Probating the Most Cases, Saving Customers Millions in Legal Fees Like many disruptive technologies, EZ-Probate was born out of the founder’s unpleasant – and very expensive –......
USA Technologies Appoints R. Wayne Jackson as CFO
Fintech News

USA Technologies Appoints R. Wayne Jackson as CFO

Fintech News Desk
by Fintech News Desk0
USA Technologies, a cashless payments and software services company that provides end-to-end technology solutions for the self-service retail market, announced today that R. Wayne Jackson has joined the company as chief financial officer, effective immediately. He will be based in USAT’s Atlanta office. Read More: Entrust Datacard Solves Evolving Identity......
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......
Fintech News

On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Fintech News Desk
by Fintech News Desk0
Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers in local Colorado communities with innovative financial solutions for more than 60 years, is excited to welcome Laurie Jensen as......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
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