Search Results for: retirement plans

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......
Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics
Fintech News

Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics

Fintech News Desk
by Fintech News Desk0
Plan Analytics Premium Includes Three New Features That Sift and Sort Data for Advisors, Saving Them Time While Surfacing Opportunities That May Have Otherwise Gone Overlooked After launching plan analytics earlier this year, Envestnet | MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the data sifting and visualization capabilities of......
eMoney Advisor Announces Launch of Incentive, A Financial Planning and Wellness Mobile App
Fintech Mobile Banking News

eMoney Advisor Announces Launch of Incentive, A Financial Planning and Wellness Mobile App

Fintech News Desk
by Fintech News Desk0
The application, formerly known as Project Avocado, offers self-led planning and budgeting and is accessible through retirement plan advisors Currently in beta with six firms, Incentive is scheduled for general availability in January 2021 eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money,......
Principal Financial Group® Expands Their Suite of Digital Solutions to Help Businesses Plan for the Future
Business Fintech News

Principal Financial Group® Expands Their Suite of Digital Solutions to Help Businesses Plan for the Future

Fintech News Desk
by Fintech News Desk0
Latest offering helps business owners and leaders prioritize actions that can contribute to growth As a part of its long-standing commitment to understand the needs of small and medium-sized businesses, Principal® today announced the launch of a unique digital offering designed to help business owners and leaders uncover planning needs to......
Ethereum Is Available for Retirement Accounts With Bitcoin IRA
Cryptocurrency Fintech News

Bitcoin IRA™ Survey Shows More Bullish Long-Term Investor Sentiment Today Than In June

Fintech News Desk
by Fintech News Desk0
This new survey highlights the key changes in crypto buying sentiment from June 2020 to September 2020 among Bitcoin IRA customers. Bitcoin IRA, the world’s first, largest, and most secure digital asset IRA technology platform that allows clients to purchase cryptocurrencies and other digital assets for their retirement accounts, today......
RightCapital and Allianz Life Announce Partnership
Business Fintech InsurTech News

RightCapital and Allianz Life Announce Partnership

Fintech News Desk
by Fintech News Desk0
Allianz Life partners with RightCapital to provide advisor network with a financial planning solution that allows for greater flexibility and more robust retirement tools RightCapital, Inc. (RightCapital) and Allianz Life Insurance Company of North America (Allianz Life) today announced their new partnership. RightCapital is the fastest-growing company in the financial planning software......
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......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
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......
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