Tag: tax management
Vestmark to power Vanguard’s custom model portfolios
Vestmark, a leading provider of wealth management technology and services, has been named by Vanguard to support Vanguard Custom Model Portfolios, a new offering...
US WealthTech investments surged by 95% YoY in Q1 driven by...
Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 95% YoY in Q1
Funding surge was fuelled by 2.6x growth...
How asset managers can scale SMAs without drowning
Separately managed accounts (SMAs) have moved well beyond their origins as a niche structure for private wealth. Today, the full spectrum of investors —...
Ryan finalises CAD $700m acquisition of Altus Group’s property tax services
Ryan, a global leader in tax services and software solutions, has completed its CAD $700m acquisition of Altus Group Limited’s property tax services business. As...
Tax software provider Sovos completes two acquisitions
Global tax software provider Sovos has acquired e-invoicing solution Foriba and tax solution Eagle Technology Management (ETM).
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