Home Page 280
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
by PR Newswire0
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’
Fintech Investments News

PredictAP Raises $8 Million in Series-A Funding To Automate Accounts Payable for the Real Estate Industry

Business Wire
by Business Wire0
As the company experiences rapid customer growth, this raise will support expansion as the leading Vertical SaaS platform across the U.S. and international markets PredictAP,
Finance Fintech News

Smartsheet Reaches $1 Billion in Annualized Recurring Revenue

Business Wire
by Business Wire0
The company is the first in the collaborative work management category to achieve this milestone Smartsheet, the enterprise work management platform, announced today that it
Finance Fintech News

Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group

Fintech News Desk
by Fintech News Desk0
As America ages, more time must be spent planning for pastimes during retirement New research from Lincoln Financial Group(1) shows that 77% of Americans surveyed
1