Search Results for: financial tools

Lincoln Financial Group Announces Launch of Financial Wellness Marketplace for Employer Customers
Finance News

Lincoln Financial Group Announces Launch of Financial Wellness Marketplace for Employer Customers

Fintech News Desk
by Fintech News Desk0
Available through Lincoln’s proprietary WellnessPATH solution, the marketplace will connect employees with financial wellness resources, starting with student debt solutions in 2023 Lincoln Financial Group’s Workplace Solutions business announced an expansion of its financial wellness program with the launch of a new marketplace that connects individuals with partner companies that offer......
Stretch and Highnote Partner to Accelerate Financial Access and Small Business Entrepreneurship
Banking Finance News

Stretch and Highnote Partner to Accelerate Financial Access and Small Business Entrepreneurship

Fintech News Desk
by Fintech News Desk0
Partnership creates financial building blocks for those facing barriers to banking services and business ownership Stretch, an education and financial platform for aspiring small business owners, announces its partnership with Highnote, a fully cloud-native card issuance and program management platform. Through the partnership’s first financial product, people can sign up for......
Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
Finance Fintech News

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

Fintech News Desk
by Fintech News Desk0
Docupace Platform specially-designed to meet the needs, flexibility and delivery requirements of the RIA market Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to......
USALLIANCE Financial Partners with Lumin Digital for Enhanced Digital Banking Services
Banking Cloud News

USALLIANCE Financial Partners with Lumin Digital for Enhanced Digital Banking Services

Fintech News Desk
by Fintech News Desk0
Lumin Digital has announced a new multi-year partnership with New York-based USALLIANCE Financial supporting an enhanced online-banking experience for USALLIANCE’s more than 140,000 members and more than $2.5 billion in assets. Aimed to launch at USALLIANCE in July 2023, Lumin’s cloud-based online and mobile digital banking platform will deliver enhanced safety and security features and......
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
Experian and Center for Financial Advancement Launch HBCU Financial Literacy Program
Finance News

Experian and Center for Financial Advancement Launch HBCU Financial Literacy Program

Fintech News Desk
by Fintech News Desk0
The CFA Credit Academy will train student credit ambassadors to promote credit health and knowledge Almost half of all college students say money management is a bigger challenge than any other they may face, according to the U.S. Department of Education. To empower students as they embark on their higher education......
Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions
Finance News

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Voyant collaboration tools will help Morningstar Advisor Workstation subscribers deepen client relationships and provide best-in-class planning capabilities Voyant, Inc., announced a collaboration with Morningstar, giving Morningstar Advisor Workstation subscribers in Canada access to Voyant’s interactive financial planning tools that empower clients and advisors to work more collaboratively. “We help financial planners showcase......
Wave Launches ‘Creator Economy Financial Playbook’ To Enable Entrepreneurial Success for the Fastest Growing Segment of Small Business
Economy Finance News

Wave Launches ‘Creator Economy Financial Playbook’ To Enable Entrepreneurial Success for the Fastest Growing Segment of Small Business

Fintech News Desk
by Fintech News Desk0
New playbook provides proven strategies and real-world advice to help creators turn their passions into financial gain Wave, the one-stop money management solution for small business owners, launched a new financial playbook to help the 7 million Americans who are part of the “creator economy” grow their businesses and thrive.......
CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology
Fintech Fintech Funding News

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology

Fintech News Desk
by Fintech News Desk0
Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headcount, garners industry recognition as one of the top fintech startups CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and......
Bread Financial Supports Junior Achievement of Central Ohio’s Financial Literacy Mission
Finance News

Bread Financial Supports Junior Achievement of Central Ohio’s Financial Literacy Mission

Fintech News Desk
by Fintech News Desk0
$1.5 million gift invests in ongoing and expanded financial education programming for area youth Bread Financial Holdings, Inc., a tech-forward financial services company that provides simple, flexible payment, lending and saving solutions, announced a $1.5 million gift to Junior Achievement of Central Ohio (JA). JA inspires and prepares central Ohio......
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