Search Results for: retirement funds

SS&C Technologies Powers Mid Atlantic Capital's FINRA CAT Reporting
B2C Business Fintech News

SS&C Superannuation Survey Reveals Need For New Digital Tools

Fintech News Desk
by Fintech News Desk0
Superannuation members’ wish list underscores the need for technology innovation SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced the results of its inaugural Superannuation Stealth Survey. The research found Australian superannuation funds have an opportunity to improve member engagement with better digital tools, more online interaction and better member education.......
Magnifi Announces Inclusion of Preeminent Fiduciary Scoring Data From Broadridge | Fi360
Fintech Investment Services News

Magnifi Announces Inclusion of Preeminent Fiduciary Scoring Data From Broadridge | Fi360

Fintech News Desk
by Fintech News Desk0
Combination of fund fiduciary scores and Magnifi’s natural language investment search simplifies due diligence, client and retirement plan line-up management. Magnifi, a TIFIN Group company and the world’s first natural-language powered investment platform and Fi360, a Broadridge company specializing in fiduciary education and technology, announced the inclusion of the Fi360 Fiduciary......
Small Businesses to Benefit from Integrations of Insurance and 401(k) Services on QuickBooks Platform
Artificial Intelligence Fintech InsurTech News

Small Businesses to Benefit from Integrations of Insurance and 401(k) Services on QuickBooks Platform

Fintech News Desk
by Fintech News Desk0
 Millions of QuickBooks Customers Now Have the Opportunity to Protect Their Businesses and Help Their Employees Prosper Intuit Inc. (Nasdaq: INTU) today announced the availability of two new offerings — QuickBooks Insurance and separately, 401(k) powered by Guideline1 — further expanding the capabilities of the QuickBooks Online platform to help small......
Alto Adds Several Prominent Crypto Fund Managers to its Platform, Continues to Expand Access to Alternative Asset Investing Via IRA
Fintech Investment Services News

AltoIRA Enables Individuals to Invest in Startups Using IRAs

Fintech News Desk
by Fintech News Desk0
AltoIRA partnership with Republic makes it easier for everyone to invest their retirement savings in startups AltoIRA, a technology platform that simplifies and streamlines the process for investors to add alternative assets to their IRAs, today announced a new partnership with Republic, a leading investment platform for startups. The partnership......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
JPMorgan Chase Collaborates With Reonomy To Deliver Data And Insights To Power The Commercial Real Estate Industry
Fintech News

J.P. Morgan Asset Management Launches New Core Menu Evaluator

Fintech News Desk
by Fintech News Desk0
One of the first tools dedicated to analysis and selection of core menu investments for defined contribution plans  J.P. Morgan Asset Management announced the launch of the Core Menu EvaluatorSM, enabling financial professionals to analyze, compare and select defined contribution core menu investments quickly, thoroughly and objectively. The importance of......
iTrustCapital Reports XRP Top Volume Asset So Far in 2020
Fintech Investment Services News

iTrustCapital: 401(k) Investors Flee Wall Street, Favoring Bitcoin & Gold

Fintech News Desk
by Fintech News Desk0
iTrustCapital, the leading investment platform for alternative assets – including cryptocurrency and gold – has completed more than 10,000 transactions so far this year. They identify this growth as coming from investors moving their 401(k) and IRA retirement accounts from financial institutions focused on traditional securities to companies that provide......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
by Fintech News Desk0
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
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......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Assessing Next Financial Steps When Coronavirus Relief Programs End

Fintech News Desk
by Fintech News Desk0
National nonprofit credit counseling agency Take Charge America offers guidance for Americans still struggling from COVID-19 As the government debates additional aid for Americans impacted by the pandemic, many of the initial relief programs have expired or will do so in the coming weeks, leaving many people seeking additional solutions......
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