Search Results for: tax professionals

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
Fintech InsurTech News

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
Crowe LLP Announces CEO Succession Plan
Fintech News

Crowe LLP Announces CEO Succession Plan

Fintech News Desk
by Fintech News Desk0
Mark Baer to become CEO, effective April 1, 2021  Crowe, a public accounting, consulting and technology firm with offices around the world, has announced the appointment of Mark Baer, 50, as its CEO-elect. He will assume the CEO role on April 1, 2021. Jim Powers continues to serve as CEO until March 31, 2021, completing his......
Capitalab Connects to LCH SwapAgent to Enhance Margin Optimisation Services
Fintech News

BGC Partners Provides Operational and Outlook Update

Fintech News Desk
by Fintech News Desk0
Provides Additional Information with Respect to Its Cash Position and Dividend Policy BGC Partners, (“BGC Partners” or “BGC” or the “Company”), a leading global brokerage and financial technology company, provided an update on its operations, financial results, and other relevant financial information. Read More: Simple Announces Launch of Tax Refund Feature......
Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free
Fintech News

Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free

Fintech News Desk
by Fintech News Desk0
 Avii is Filling the Gap with Automation by providing the full Avii Workspace™ platform for Tax, Audit and Advisory free for up to 25 users until at least June 1, 2020, to help ease new hurdles  To aid accounting firms of all sizes, effective immediately, Avii is providing the Avii Workspace......
BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times
Fintech News

BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times

Fintech News Desk
by Fintech News Desk0
Company provides free access to entire training library, including CPE courses; also adds free live virtual training on closing in a distributed environment With the onset of the coronavirus pandemic, many accounting teams find themselves operating in a distributed fashion, with many, if not all, team members suddenly working from......
Carver Edison Expands Senior Leadership Team
Fintech Investment Services News

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Fintech News Desk
by Fintech News Desk0
Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process of mutual funds, ETFs and model portfolios, announced David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab,......
Arachnys Survey Reveals 85% of AML & KYC Analysts Use Google for Due Diligence
Fintech News

Arachnys Survey Reveals 85% of AML & KYC Analysts Use Google for Due Diligence

Fintech News Desk
by Fintech News Desk0
An industry survey by Arachnys reveals that 85% of AML/KYC analysts admit to using Google for due diligence or risk investigations, with 16% even stating that they rely on it. The 2020 Arachnys AML/KYC Data Survey also found: Analysts are spending nearly half their time processing data into a usable......
Numerati Partners Invited Talespin to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo
Artificial Intelligence Fintech News Risk Management

Numerati Partners Invited Talespin to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
by Fintech News Desk0
Talespin was one of three firms invited to present technology offerings at the InsurTech Alliance (ITA) Science & Engineering Expo (Expo), co-hosted by Numerati Partners on January 30, 2020 in New York City. The ITA is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm, which seeks to foster the next generation of data-intensive......
Netgain and RSM Provide Lease Accounting & Fixed Asset Solutions
Fintech News

Netgain and RSM Provide Lease Accounting & Fixed Asset Solutions

Fintech News Desk
by Fintech News Desk0
Netgain, an advanced accounting application developer, is announcing an arrangement with RSM US LLP  – the leading provider of audit, tax and consulting services focused on the middle market. The arrangement allows RSM clients to leverage NetLease, a robust lease accounting solution, and NetAsset, an advanced asset accounting tool. NetLease was......
Qualia Wins “Best Digital Mortgage Product” 2020 Fintech Breakthrough Award
Fintech News

Qualia Wins “Best Digital Mortgage Product” 2020 Fintech Breakthrough Award

Fintech News Desk
by Fintech News Desk0
Prestigious Awards Program Recognizes Outstanding Financial Technology Products and Companies Qualia, the leading digital real estate closing company, announced that Qualia Post, which streamlines the lender’s transactions during the closing and post-closing process has been selected as the winner of the “Best Digital Mortgage Product” award by FinTech Breakthrough, an......
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