Search Results for: investment planning

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Banking Fintech News Risk Management

Taiwan’s First Digital Bank Implements Fully-Integrated Kamakura Risk Management Solution

Fintech News Desk
After doing a comprehensive vendor evaluation, Next Commercial Bank (NCB), Taiwan’s first digital bank, has implemented Kamakura Corporation’s suite of solutions to manage risk. The bank believes that a modular and integrated solution offers distinct advantages over disparate systems by saving costs and increasing transparency and efficiency. NCB is one of the......
Innovative New Time-Saving Workflow Tools for Tax Practitioners Now Available From Bloomberg Tax & Accounting
Fintech News

Innovative New Time-Saving Workflow Tools for Tax Practitioners Now Available From Bloomberg Tax & Accounting

Fintech News Desk
Bloomberg Tax & Accounting announced the release of a new set of workflow tools designed to help practitioners save time by getting them to the information they need faster. For more information and to schedule a demo, visit http://onb-tax.com/D9a850yWmBJ. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in......
Vena Solutions Announces Keynote Speakers for Vena Nation Week
Fintech News

Vena Solutions Gears up to Launch Vena Nation Week Online With More Access, More Content, More Training, All for Free for Financial and Operations Professionals

Fintech News Desk
Financial planning and analysis software provider offers free training, keynotes and more at virtual conference Vena Solutions, a provider of cloud-based financial planning and analysis (FP&A) software for corporate finance, announced it will offer Vena Nation week participants access to an all-new, live and on-demand experience through Venanation.com starting Tuesday, May......
The Ripple Effect: How a US Recession Could Sneak Up on Global FinTech Companies
Fintech Guest Posts

The Ripple Effect: How a US Recession Could Sneak Up on Global FinTech Companies

Greg Ott
Coronavirus. The US election. International trade. And did we mention Coronavirus?  Such a potent cocktail makes the reality of a recession all too possible. Companies in every industry should consider how one would impact them. I know I’m thinking about how a recession could impact FinTech, especially those that cater......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English
Fintech Investment Services News

Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English

Fintech News Desk
Platform offers MENA investors passive direct indexing and factor investing platforms Portfolio management company Wealthface announced the launch of its robo-advice direct indexing platform for passive investors in the Middle East and North Africa (MENA) region. The company will operate out of its UAE offices in Abu Dhabi. Wealthface offers expert investment services through......
ITM Raises Startup Funds From MediaTek
Blockchain Fintech News

ITM Raises Startup Funds From MediaTek

Fintech News Desk
International Trust Machines Corporation (ITM), an award winning Taiwanese blockchain solutions provider, has recently received pre-A round funding from global leading IC design house MediaTek. The investment into ITM adds to the international recognition of the blockchain firm which focuses on the integration of blockchain and the Internet of Things. The......
Three Trends Defining Finance for 2020
Fintech Guest Posts

Three Trends Defining Finance for 2020

Scott Stern
Not quite a full quarter into the new year and we’re already seeing a tumultuous 2020 that is causing businesses around the world to rethink strategy and direction. Amid current volatile changes, we are seeing a number of trends emerge that can significantly impact both your finance team and organization......
Empower Closes $20 Million Series A Financing to Build AI-Powered Mobile Banking App Designed for Millennials
Fintech Funding News

Empower Closes $20 Million Series A Financing to Build AI-Powered Mobile Banking App Designed for Millennials

Fintech News Desk
Funding will be used to fuel growth and product innovation as Empower reimagines consumer banking for today’s generation Empower, a high-growth mobile banking app in the US challenger bank category, announced $20 million in Series A funding. The financing included participation from new investors Icon Ventures, Defy Ventures, and David Velez, Founder and......
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