Search Results for: business planning

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships
Banking News

Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships

Fintech News Desk
by Fintech News Desk0
First-of-Its-Kind Study Suggests More than Two Million Wealthy Households Do Not Currently Have a Financial Advisor, Finds that More Than Half Would Choose an Advisor Online Zoe Financial, a technology-driven marketplace that empowers customers to make better financial decisions, released the results of its inaugural Zoe Wealth Planning Sentiment Study.......
SharesPost Broadens Access to SharesPost 100 Fund
Banking News

SharesPost Broadens Access to SharesPost 100 Fund

Fintech News Desk
by Fintech News Desk0
Leading Liquidity Provider Hires Five-Member Team to Expand Distribution of Late-Stage VC Strategies from SharesPost Investments Management, LLC SharesPost, a leading provider of liquidity strategies within the private growth asset class, appointed a new in-house sales and distribution team to expand access to its suite of investment strategies, including the......
Manning & Napier Selects InvestCloud to Lead Digital Transformation
Business News

Manning & Napier Selects InvestCloud to Lead Digital Transformation

Mohit Manoharan
by Mohit Manoharan0
 Manning & Napier, Inc., (“Manning & Napier” or “the Company”) announced it has selected InvestCloud to lead the firm’s digital transformation. The firm will utilize InvestCloud’s full suite of applications, ranging from back-office operations to client-facing websites. The multi-phased conversion will focus on enhancing the digital client experience, streamlining back-office......
Covr Financial Technologies Announces New Head of Sales
Banking News

Covr Financial Technologies Announces New Head of Sales

Fintech News Desk
by Fintech News Desk0
Covr Financial Technologies announced that Jim Gothers has been appointed as Head of National Sales for its financial institution business, supporting banks, brokerage firms, wealth management firms and RIA partner firms. Reporting to Jim will be Covr’s insurance sales consultant team, advanced insurance division, policy analytics team, and key account directors. Read More: Telepin......
eMoney Advisors Partner with Anexinet For Financial-App Scaling
Banking Fintech News

eMoney Advisors Partner with Anexinet For Financial-App Scaling

Fintech News Desk
by Fintech News Desk0
Ongoing Expansion Continues to Improve It Processes Through Digital Transformation Anexinet Corporation, a leading provider of digital business solutions, announced that eMoney Advisor (eMoney) has selected Anexinet to expand its production environment across an HPE Synergy platform. This new platform provided eMoney with a network infrastructure aligned with a hybrid IT......
GPS Insight Acquires Field Management Software Provider ServiceBridge
Business Fintech News

GPS Insight Acquires Field Management Software Provider ServiceBridge

Fintech News Desk
by Fintech News Desk0
Fleet Software Leader Expands Its Portfolio With Advanced Field Service Solution GPS Insight, a leading provider of fleet software for organizations with vehicles, trailers and other mobile assets, announced the acquisition of Chicago-based ServiceBridge, a leading field service management software company for small businesses and franchises with tools that empower field......
Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum
Banking News

Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum

Fintech News Desk
by Fintech News Desk0
The Wealth APAC forum – IPWM & IFWM China Awards 2019 were hosted in Shanghai by WEALTH Magazine on December 18, 2019. The forum brought together 100 well-known experts from the Asian Pacific wealth management community and executives from top financial institutions in the region who engaged in in-depth research and discussions on the current status......
Fundbox Names Marten Abrahamsen As Chief Financial Officer
Banking Fintech News

Fundbox Names Marten Abrahamsen As Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Fintech Leader Brings on Key Financial Expert to Support the Accelerated Growth of the Company’s B2B Payments and Credit Network Fundbox, the B2B payments and credit network designed to facilitate and accelerate B2B commerce at scale, announced that Marten Abrahamsen has been named as the company’s first Chief Financial Officer. ......
TaxJar Increases Its Footprint with Mid-Market eCommerce Retailers, Tripling Growth with TaxJar Plus in 2019
Business News

TaxJar Increases Its Footprint with Mid-Market eCommerce Retailers, Tripling Growth with TaxJar Plus in 2019

Fintech News Desk
by Fintech News Desk0
TaxJar, the leading sales tax software company for eCommerce businesses and developers, announces unprecedented customer, volume and partnership growth in 2019 driven by its mid-market product TaxJar Plus. During the Black Friday/Cyber Monday holiday weekend, TaxJar supported more than $2.3B in Gross Merchandise Volume (GMV) and facilitated sales tax collection and reporting......
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