Search Results for: investment planning

Technology Company Deluxe's New Survey Shows That Pandemic Accelerates Move to Digital Accounts Payables and Accounts Receivables Solutions
Banking Fintech News

Technology Company Deluxe’s New Survey Shows That Pandemic Accelerates Move to Digital Accounts Payables and Accounts Receivables Solutions

Fintech News Desk
by Fintech News Desk0
Significant business continuity plan gaps have been revealed, and 48% are accelerating their move to digital processes Today, Strategic Treasurer and Deluxe release the results of the inaugural Modernizing Accounts Payable (AP) & Accounts Receivable (AR) Processing Survey. Results show the current status and trajectory of AP/AR automation, as well......
Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors
Fintech News

Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
Valmark Financial Group announced today the launch of a client and advisor-friendly eSignature process that leverages its exclusive MyCase platform. The new system provides independent financial advisors affiliated with Valmark Financial Group the ability to open and service accounts electronically with multiple vendors without the administrative hassles required by other industry solutions. Read......
KBC Bank Chooses Finastra for Libor Transition
Fintech News

7-Tool Advisor Equips Financial Advisors With Game-Changing Practice Solutions

Fintech News Desk
by Fintech News Desk0
One Seven, a registered investment advisor and comprehensive business management platform for financial advisors, today announces the launch of 7-Tool Advisor, a bold new self-development and practice management solution for growth-minded advisors. Whether partnered with One Seven or operating an unaffiliated practice, 7-Tool Advisor equips financial advisors with seven game-changing solutions......
Avalara Announces 10 Newly Certified Integrations into Business Applications and 22 New Marketplace Customers
Fintech News

Avalara Introduces E-invoicing Solution to Help Businesses Manage GST Compliance in India

Fintech News Desk
by Fintech News Desk0
Avalara, Inc. (NYSE:AVLR), a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced the availability of Avalara India GST e-Invoicing, an end-to-end solution that helps companies manage e-invoicing requirements and comply with India’s e-invoicing reform. The new offering builds on Avalara’s range of technological solutions available to......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
Docupace Welcomes Ryan George as Chief Marketing Officer
Fintech News

Docupace Welcomes Ryan George as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Leading provider of cloud-based digital operations platform to wealth management firms appoints veteran wealth management industry executive Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced the appointment of Ryan George as the company’s Chief Marketing Officer. George joins former 1st Global president David Knoch, who assumed the......
Banking Blockchain Cryptocurrency Fintech Guest Posts

The Evolution of Blockchain in Today’s Finance World

Douglas Horn
by Douglas Horn0
The Future of Finance Cannot Deny DeFi Over the last few years of blockchain innovation, the technology has been promised as a sort of nostrum for whatever area of society might be riddled with opacity and inefficiency: business supply chains, elections and voting, identity verification and security, and healthcare, among......
Fintech News

Pandemic’s Impact on the Market and Economy Has Rattled Retirement Confidence

Fintech News Desk
by Fintech News Desk0
Joint poll by Kiplinger and Alliance for Lifetime Income reveals decreased confidence, especially among women, pre-retirees, and those with lower household net worth Americans are less optimistic about their ability to enjoy a comfortable retirement due to the coronavirus pandemic, according to a new nationwide retirement survey released today by Kiplinger’s......
Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage
Fintech InsurTech News Uncategorized

Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage

Fintech News Desk
by Fintech News Desk0
Agent Authority: Middle Market Business Owners seek personalized counsel they can rely on Nearly 8 in 10 middle market business owners are concerned about making it through the economic downturn, and they’re reassessing their businesses’ insurance needs as a result, according to new Agent Authority research from Nationwide*. Although owners......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
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