Month : April 2020

Fidelity's eMoney Advisor Rolls Out First Mobile App
Business Fintech News

eMoney Advisor Launches Personalized Onboarding Experience for New Users

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training and coaching services. Available now to all new eMoney clients, the Getting Started Program provides personalized onboarding with strategically aligned training......
Capco and Stevens Institute of Technology Announce Exclusive Partnership to Advance Digital Transformation in Financial Services
Business Capital Markets Fintech News

Capco and Stevens Institute of Technology Announce Exclusive Partnership to Advance Digital Transformation in Financial Services

Fintech News Desk
by Fintech News Desk0
Technology and digital transformation are key differentiators for large banks, and Capco and Stevens will partner to find innovative technology solutions to help the industry better address customer needs. Capco, a global management and technology consultancy, and Stevens Institute of Technology, a premier technology research university in Hoboken, N.J.,  announced......
Morningstar to Acquire Sustainalytics and Expand Access to ESG Research, Data, and Analytics for Investors Worldwide
Fintech Investment Services News

Morningstar to Acquire Sustainalytics and Expand Access to ESG Research, Data, and Analytics for Investors Worldwide

Fintech News Desk
by Fintech News Desk0
Two firms will join forces to empower all types of investors to drive long-term, meaningful outcomes that contribute to a more just and sustainable global economy Morningstar, a leading provider of independent investment research, announced it has reached an agreement to acquire Sustainalytics, a globally recognized leader in environmental, social,......
Broadridge Announces $1.5 Million Commitment for Community Relief to Help Those Affected by COVID-19
Fintech News

Broadridge Announces $1.5 Million Commitment for Community Relief to Help Those Affected by COVID-19

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions a global Fintech leader, today announced a series of community relief efforts to support those affected by the COVID-19 pandemic, including a commitment of $1.5 million to help communities and individuals affected by the virus. Read More: Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility “Our thoughts......
HiddenLevers Unveils Stress Testing for Financial Plans, to Help Address Retirement Concerns on Coronavirus Shock + Recession
Fintech Investment Services News

HiddenLevers Unveils Stress Testing for Financial Plans, to Help Address Retirement Concerns on Coronavirus Shock + Recession

Fintech News Desk
by Fintech News Desk0
Investor worries about retirement are skyrocketing due to higher volatility and the stock market crash brought on by the coronavirus. HiddenLevers, a premier tech provider in the wealth management space, announced the launch of new financial planning features, including cashflows stress testing, to help financial advisors tackle these worries head......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
EY US develops innovative Paycheck Protection Program (PPP) Loan Forgiveness Platform using Microsoft cloud
Banking Fintech News

EY US develops innovative Paycheck Protection Program (PPP) Loan Forgiveness Platform using Microsoft cloud

Fintech News Desk
by Fintech News Desk0
EY US (EY) has developed a Paycheck Protection Program (PPP) Loan Forgiveness Platform built on Microsoft technology, so that banks at this critical juncture in the US economic recovery can efficiently meet the increasing demands across the end-to-end lending process required by the unique provisions outlined under the CARES Act.......
Billtrust Order-to-Cash Platform Integrates Automated Tax-Exemption Certificate Management Solution, Eliminating Manual Processing
Fintech News

Billtrust Invoicing Now Supports Over 100 Accounts Payable Portals

Fintech News Desk
by Fintech News Desk0
Order-to-Cash Leader’s Portal Automation Eliminates Manual Keying, Ideal for Today’s Remote Work Requirements Billtrust, the leader in B2B order-to-cash solutions, has announced that its systems now integrate with over 100 leading accounts payable (A/P) portals to automatically deliver invoices, enabling accounts receivables (A/R) professionals to avoid the labor and expense of......
Wyndham Capital Mortgage Selects Homebot to Help Loan Officers Build Client-For-Life Relationships
Fintech News

Homeowners Financial Group Selects Homebot to Help Its Licensed Mortgage Professionals Build Client-For-Life Relationships

Fintech News Desk
by Fintech News Desk0
Homeowners Financial Group can now deliver powerful home finance insights to their clients throughout the homeownership lifecycle Homeowners Financial Group (HFG), an Arizona-based mortgage company, announced a partnership with Homebot, provider of the award-winning client-for-life portal that empowers consumers to build wealth through homeownership. This partnership will enable every Homeowners Financial Group......
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