Search Results for: financial goals

Milliman and Enova Announce Strategic Alliance Providing Next Generation Advanced Analytic Solutions to Life Insurance Industry
Fintech InsurTech News

Milliman and Enova Announce Strategic Alliance Providing Next Generation Advanced Analytic Solutions to Life Insurance Industry

Fintech News Desk
by Fintech News Desk0
Milliman, Inc., a premier global consulting and actuarial firm, and Enova Decisions, a leading financial technology and analytics company, announced a strategic alliance aimed at bringing new advanced analytics to insurers. The alliance brings together Milliman’s deep domain expertise and data resources and Enova Decisions’ real-time analytic capabilities, giving insurers......
Tips from Mubarak Shah, the CEO of InPennyStock.com on How to Grow Your Portfolio
Cryptocurrency Fintech Radar Investment Services Trading

Tips from Mubarak Shah, the CEO of InPennyStock.com on How to Grow Your Portfolio

Fintech News Desk
by Fintech News Desk0
In today’s financial marketplace, a well-maintained portfolio is vital to any investor’s success. As an individual investor, you need to know how to determine an asset allocation that best conforms to your personal investment goals and risk tolerance. In other words, your portfolio should meet your future capital requirements and give you peace......
Belfius Bank Completes Milestone Front to Middle Office Transformation with SimCorp Dimension
Banking InsurTech Investment Services News

Belfius Bank Completes Milestone Front to Middle Office Transformation with SimCorp Dimension

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces the complete implementation of SimCorp Dimension at Belfius Bank, one of Belgium’s key banking and insurance groups, wholly owned by the Belgian federal state. The front to middle office transformation of Belfius Retail &......
eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle
Business Fintech News

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Fintech News Desk
by Fintech News Desk0
Planning Vision Focused on Supporting Advisors in Their Efforts to Efficiently Scale Business, Elevate Client Experience and Demonstrate Unique Value eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its enhanced planning vision for products and features that enables advisors and......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech News

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

Fintech News Desk
by Fintech News Desk0
Orion’s Home Experience, Revealed at the T3 Advisor Conference, Marries the Best of App- and Dashboard-Based Technologies to Help Advisors Prioritize and Run Their Days More Productively. The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), the premier provider of financial advisor......
Immediate Announces Oversubscribed Seven-Figure Round of Seed Funding
Business News

Immediate Announces Oversubscribed Seven-Figure Round of Seed Funding

Fintech News Desk
by Fintech News Desk0
Financial Health Startup Raises Seven Figures to Disrupt the Consumer Loan Industry and Improve Financial Health for Hourly Employees Financial health challenges impact nearly 179 million Americans who are considered financially vulnerable or financially coping; a quarter of US households either do not use a bank or use unbanked financial......
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
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Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
Fintainium Adds Top Executive Talent To Fuel Growth
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Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
by Fintech News Desk0
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
Daxko Announces Steve Ayers as Vice President of Mid Market Sales for the Club Market
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Daxko Announces Steve Ayers as Vice President of Mid Market Sales for the Club Market

Fintech News Desk
by Fintech News Desk0
Daxko, the member-based health and wellness industry’s leading software and payments provider, announced that Steve Ayers has joined the company as Vice President of Mid Market Sales for their Club Market. Ayers will lead Daxko’s strategies for targeting growth in the fitness mid-market segment. He reports directly to Jeff VanDixhorn, Daxko’s Chief......
Barchart Partners with Quicken to Power Personal Finance Application, Simplifi by Quicken
Business Fintech News

Barchart Partners with Quicken to Power Personal Finance Application, Simplifi by Quicken

Fintech News Desk
by Fintech News Desk0
Barchart, a leading provider of data and technology services to the financial, media, and commodity industries, has announced a partnership with Quicken – the leader in money management software – to power the new Simplifi by Quicken application with data and tools that allow users to track their investment portfolio. ......
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