Search Results for: tax planning

Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech Mobile Banking News

eMoney Advisor Announces Agenda for Annual Summit

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual,......
InsurTech News

Digital and New Business Capabilities are Driving Mid- to Large-Size Life Insurers’ Modernization: Novarica CIO Study

Fintech News Desk
by Fintech News Desk0
In a new research report underwritten by Equisoft, Novarica presents the findings of an interview series conducted with mid- to large-size US life insurance carriers to identify the key drivers for policy administration system modernization projects, as well as the major factors that determine their success. Read More: TerraPay Announces Readiness......
GEP Launches AI-driven AP Automation Platform To Significantly Cut The Cost Of Accounts Payable Operations
Artificial Intelligence Fintech News

GEP Launches AI-driven AP Automation Platform To Significantly Cut The Cost Of Accounts Payable Operations

Fintech News Desk
by Fintech News Desk0
 GEP, a leading provider of procurement and supply chain strategy, software and managed services to Fortune 500 and Global 2000 enterprises worldwide, announced the launch of its next-gen accounts payable (AP) automation platform to address the market’s need for a cloud-native solution that leverages artificial intelligence and machine learning to......
Cryptocurrency Investment Services News

AltoIRA Names Tara Fung Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Alternative investment IRA platform adds financial technology leader as growth rate jumps five times AltoIRA, a technology platform that simplifies and streamlines the process for investors to add alternative assets to their IRAs, announced today that Tara Fung has joined the company as Chief Commercial Officer. The appointment comes as AltoIRA expands......
Business News

The First Free VAT Management Tool For Online Sellers

Fintech News Desk
by Fintech News Desk0
Now online sellers can access a free tool for automating VAT and tax duties in Europe.  hellotax, the online VAT company for online sellers, is offering a free online tool for the management of the VAT and all related tasks. Since 20 June 2020, hellotax.com is offering this powerful tool for FREE......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
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Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
Picwell Launches Revolutionary Product Aimed at Taking the Guesswork Out of Health Savings Accounts
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Picwell Launches Revolutionary Product Aimed at Taking the Guesswork Out of Health Savings Accounts

Fintech News Desk
by Fintech News Desk0
Picwell is excited to announce the launch of Interactive HSA, a hands-on planning tool for health savings accounts. Interactive HSA takes the guesswork out of health savings accounts by educating and guiding employees to the appropriate contribution amounts while also helping employers maintain Consumer-Directed health plan (CDHP) strategies. “Interactive HSA......
Highland Bank Implements Nutanix Technology to Adapt to the COVID-19 Pandemic
Fintech News

Brinks Israel Embarks on Digital Transformation With Nutanix

Fintech News Desk
by Fintech News Desk0
Nutanix, a leader in enterprise cloud computing, announced that Brinks Israel, a subsidiary of Brinks the global leader in total cash management, route-based secure logistics and payment solutions, has implemented Nutanix as the private cloud infrastructure platform for its digital transformation and new digital-based services. Read More: SIMON Markets LLC......
New SmartyPig App Helps Customers Grow Savings on the Go
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New SmartyPig App Helps Customers Grow Savings on the Go

Fintech News Desk
by Fintech News Desk0
SmartyPig, Sallie Mae’s Award-Winning Goal-Based Savings Account, Helps Individuals and Families Plan for and Save Towards Their Financial Goals Sallie Mae has put saving for any financial goal at your fingertips with the new SmartyPig app. Available on both Apple and Android devices, the new SmartyPig app helps account holders easily set new......
FI Consulting Releases Version 2.5 Of Acquisition Spend Planner (ASP) With Microsoft Teams Integration
Fintech News

FI Consulting Releases Version 2.5 Of Acquisition Spend Planner (ASP) With Microsoft Teams Integration

Fintech News Desk
by Fintech News Desk0
ASP Version 2.5 provides deep integration with Microsoft Teams in recognition of the unprecedented need and urgency to expand remote working capabilities FI Consulting (FI) announced the release of Version 2.5 of its Acquisition and Spend Planner (ASP), a software-as-a-service (SaaS) solution that helps federal agencies gain greater efficiency, visibility,......
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