Search Results for: investment planning

Stratify Raises $4.9 Million to Deliver Intelligent and Automated Budgeting Tools to Strategic Finance
Fintech Fintech Funding News

Stratify Raises $4.9 Million to Deliver Intelligent and Automated Budgeting Tools to Strategic Finance

Fintech News Desk
by Fintech News Desk0
Stratify, a venture-backed start-up focused on bringing a collaborative and connected approach to strategic finance, today announced it has closed a $4.9 million Series Seed investment to transform financial planning and analysis by tackling one of the most important elements of managing any company–the budgeting process. The investment round was......
Custom software development company TopDevz releases a new project management and approval system for a Fortune 500 finance corporation
Fintech Investment Services News Risk Management

Custom software development company TopDevz releases a new project management and approval system for a Fortune 500 finance corporation

Fintech News Desk
by Fintech News Desk0
TopDevz, one of America’s fastest-growing software consultants, has announced the successful delivery by their web development team of a new custom multi-user and multicurrency workflow and risk management system for a leading global investment management firm. Read More: Konica Minolta Business Solutions Asia Accelerates Digital Transformation With Valtatech Partnership The Client A......
OCB Life to Launch Breakthrough BchainLife Blockchain 3.0 Technology Next Year
Blockchain Fintech News

OCB Life to Launch Breakthrough BchainLife Blockchain 3.0 Technology Next Year

Fintech News Desk
by Fintech News Desk0
OCB Life has developed a number of innovative Blockchain applications across multiple industries. As part of the company’s strategic plans, OCB Life intends to set up a decentralized, peer-to-peer exchange for financial products in the future. OCB Life also plans to create decentralized investment tools in Switzerland or Malta, which are recorded on......
Announcing the Launch of Litecoin Proof-of-Stake - LTCP
Cryptocurrency Fintech News

Announcing the Launch of Litecoin Proof-of-Stake – LTCP

Fintech News Desk
by Fintech News Desk0
A New Horizon for Crypto Payments If you think crypto cannot meet the mass adoption goal as it was intended to be, then you may want to have a rethink as a new horizon for crypto payments is here. With great excitement and a bold outlook into the future, we......
Digital Transformation for the Finance Industry the Focus of ISG TechXchange Event
Banking Fintech InsurTech News

Digital Transformation for the Finance Industry the Focus of ISG TechXchange Event

Fintech News Desk
by Fintech News Desk0
Leaders from Dow Jones, AXA, Western Union, AAA, Guardian Life, U.S. Bank, MetLife and Liberty Mutual will explore key trends and technologies during live, virtual event Sept. 2 Leaders with global banking, financial services and insurance companies will share their experiences and strategies for digital transformation at the virtual ISG TechXchange:......
Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform
Economy Fintech InsurTech News

Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform

Fintech News Desk
by Fintech News Desk0
 Good Life Companies, one of the nation’s fastest-growing independent hybrid RIA firms, announced the successful recruitment of two independent financial advisor businesses to its platform with approximately $150 million in total client assets.  Former bank channel financial advisor Paul Castro has launched Pathway Wealth Management, an independent practice affiliated with Good Life Companies. ......
Artificial Intelligence Fintech News

Sootchy App Aims to Make Debt-Free College a Reality for Every Child by Eliminating Student Loans through 529 Plans

Fintech News Desk
by Fintech News Desk0
First-of-its-kind AI-enabled fintech platform helps avoid a future of student loan debt by leveraging friends and family networks–and tax advantaged 529 accounts Sootchy, a mobile and desktop college savings platform, is launching this fall to help millions avoid crushing student debt through the gifting power of family and friends and......
BHARTI AXA LIFE INSURANCE AND SBM BANK INDIA FORGE BANCASSURANCE PARTNERSHIP FOR INSURANCE DISTRIBUTION
Banking Business Fintech InsurTech News

BHARTI AXA LIFE INSURANCE AND SBM BANK INDIA FORGE BANCASSURANCE PARTNERSHIP FOR INSURANCE DISTRIBUTION

Fintech News Desk
by Fintech News Desk0
Bharti AXA Life Insurance, a joint venture between Bharti Enterprises, one of India’s leading business groups, and AXA, one of the world’s largest insurance companies, announced its bancassurance partnership with SBM Bank India, one of the youngest new age banks in the country,  for distribution of life insurance products through......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Banking News

Wealth Management Team Led by Phil Scott Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank , a leading private bank and wealth management company, today announced that a wealth management team lead by Phil Scott has joined First Republic Investment Management. Scott, who was named Managing Director and Wealth Manager, is joined by 11 team members. Scott and the team will provide......
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