Search Results for: tax planning

IBM and Bank of America Advance IBM Cloud for Financial Services, BNP Paribas Joins as Anchor Client in Europe
Fintech News

IBM Study: Security Response Planning on the Rise, But Containing Attacks Remains an Issue

Fintech News Desk
by Fintech News Desk0
IBM Security announced the results of a global report examining businesses’ effectiveness in preparing for and responding to cyberattacks. While organizations surveyed have slowly improved in their ability to plan for, detect and respond to cyberattacks over the past five years, their ability to contain an attack has declined by......
Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern
Fintech Investment Services News

Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern

Fintech News Desk
by Fintech News Desk0
With this year’s new tax deadline (July 15) quickly approaching, Americans are concerned about taxes but it’s not about filing on time1. Nearly 7 out of 10 consumers are concerned that a change in taxes will have an impact on their retirement savings according to research from Lincoln Financial Group.......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
Eastern and Southern African Trade and Development Bank Streamlines Key Business Processes With Newgen
Fintech News Robotic Process Automation

Barbados Revenue Authority Selects Newgen to Automate Tax Compliance Process

Fintech News Desk
by Fintech News Desk0
Newgen Software Inc., a global provider of low code digital automation platform managing content, processes, and communication, announced that it has successfully deployed Automatic Exchange of Information (AEOI) platform at Barbados Revenue Authority for automating its country by country (CbC) reporting process. The solution aimed at automating the end-to-end CbC reporting......
Planful Wraps Up Successful Virtual Tour, Doubling Attendance as Interest in Continuous Planning Grows
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Planful Shares Continuous Planning Vision at Virtual Tour, Defining A Modern Framework for Financial Decision-Making

Fintech News Desk
by Fintech News Desk0
Planful CEO Unveils New Capabilities and Functionality To Enable Organizations To Achieve A Continuous Planning Vision Planful, a leading financial planning and analysis (FP&A) cloud platform provider, kicked off the Planful Virtual Tour , featuring customers including the Boston Red Sox, Bose, and Nature’s Sunshine. In the keynote address, Planful CEO, Grant......
EPSi Releases Covid-19 Planning Analytics Tool
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EPSi Releases Covid-19 Planning Analytics Tool

Fintech News Desk
by Fintech News Desk0
EPSi, Allscripts’ flagship budgeting, planning/forecasting, cost accounting and financial decision support platform, announced the release of its COVID-19 Planning Analytics tool. Initially, the tool will be made available to EPSi’s 1,000+ hospital clients at no cost. The COVID-19 Planning Analytics tool includes five independent analyses focused on answering the tough......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
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DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty
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Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals, unveiled a new set of financial planning and analysis applications – CCH Tagetik Smart NOW – available on the cloud. The new planning apps provide the office of......
Income Tax Planner From Bloomberg Tax & Accounting Reflects Most Recent COVID-19 Relief Legislation
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Income Tax Planner From Bloomberg Tax & Accounting Reflects Most Recent COVID-19 Relief Legislation

Fintech News Desk
by Fintech News Desk0
Bloomberg Tax & Accounting announced updates to its Income Tax Planner software to incorporate the changes affecting income tax from the recently passed Coronavirus Aid, Relief, and Economic Security (CARES) and Families First Coronavirus Response Acts. Read More: Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility The......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Rob Snow of Morgan Stanley Recognized as a Lifetime Achiever in the Field of Financial Planning

Fintech News Desk
by Fintech News Desk0
Rob Snow, a Certified Financial Planner with Morgan Stanley, has been honored with a Lifetime Achiever Award from Credit Appraisals, an executive review firm for the finance industry. Rob’s tireless work for his clients’ best interests has brought him to the top of his game. His innovative and sound approach to financial......
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