Tag : Tax Management

Envestnet and Vanguard Collaborate to Deliver Tax-Efficient, Advisor-Centric Investment Solutions
Finance Investment Services News

Envestnet and Vanguard Collaborate to Deliver Tax-Efficient, Advisor-Centric Investment Solutions

PR Newswire
by PR Newswire0
Strategic Relationship Combines Vanguard’s Advisor’s Alpha® Framework And Model Portfolios With Envestnet Adaptive WealthTech To Help Financial Advisors Maximize Tax Efficiency For Clients Envestnet, the Adaptive WealthTech leader, announced an expanded relationship with Vanguard, one of the world’s leading investment management companies, to help transform tax-aware investing from a complex, manual......
Tanager Partners With FDL To Enhance Tax Reporting Services For British-American Families
Fintech Investment Services News

Tanager Partners With FSL To Enhance Tax Reporting Services For British-American Families

Fintech News Desk
by Fintech News Desk0
Wealth Management LLP (Tanager) – a wealth management firm helping transatlantic families and US-connected persons with their financial planning and investment needs – has announced a new agreement with Financial Software Ltd (FSL) to provide enhanced tax reporting services through FSL’s market-leading investment tax management solution, CGiX.  Under the agreement,......
Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities
Fintech News

Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities

GlobeNewswire
by GlobeNewswire0
Simplified functionality and enhanced operational efficiency for SAP businesses operating domestically and globally Vertex, a global provider of tax technology solutions, announced the launch of Vertex Accelerator+ for SAP ERP – the next generation tax management tool that combines the features of Vertex Accelerator and Vertex Chain Flow Accelerator into......
Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors
Investment Services News

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors

Fintech News Desk
by Fintech News Desk0
Financial advisors and investors across Canada can now access innovative solutions that leverage the global investment firm’s tax-managed expertise Russell Investments Canada Limited has launched the firm’s first two tax-managed investment solutions for the Canadian market, extending the global asset manager’s time-tested approach to help investors keep more of what......
Frontier Asset Management Partners with 55ip to Provide ActiveTax Technology on Risk-Based ETF Strategies
Finance News

Frontier Asset Management Partners with 55ip to Provide ActiveTax Technology on Risk-Based ETF Strategies

Fintech News Desk
by Fintech News Desk0
Frontier Asset Management and 55ip announced a partnership to incorporate 55ip’s personalized tax management technology into Frontier’s downside-risk managed ETF Strategies. “This is risk management powered by tax-smart technology, which is exactly what advisors need to build their businesses and focus on what matters most – engaging with clients.” With this new partnership,......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
by Fintech News Desk0
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Avalara Announces 18 Newly Certified Integrations into Business Applications
Compliance management Fintech News

Avalara Announces 18 Newly Certified Integrations into Business Applications

Fintech News Desk
by Fintech News Desk0
Avalara, Inc., a leading provider of tax compliance automation software for businesses of all sizes, announced the release of 18 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Avalara has been a partner-centric company since its founding in 2004, with a concerted focus on......
Lili, the Financial One-Stop-Shop for Small Business Owners, Debuts New Payment Solutions and Third Party Integrations
Digital Payments News

Lili, the Financial One-Stop-Shop for Small Business Owners, Debuts New Payment Solutions and Third Party Integrations

Fintech News Desk
by Fintech News Desk0
The top banking platform built for small business owners announces new integration and payments tools with Stripe. Lili, the leading financial one-stop-shop for small business owners, combining banking, tax management and accounting software announced today an extension of its offering, by adding payment solutions and third party integrations. These new......
Baird Launches Russell Investments’ Personalized Managed Accounts on Its Advisory Platform
Investment Services News

Baird Launches Russell Investments’ PMAs on Its Advisory Platform

Fintech News Desk
by Fintech News Desk0
Institutional-quality PMA suite features active and direct indexing solutions with customizable overlay The Baird SMA Network has added Russell Investments’ full suite of Personalized Managed Accounts (PMAs) to its advisory platform. This partnership will give Baird’s private wealth management advisors and their clients access to Russell Investments’ outcome-oriented PMAs, which......
1