Search Results for: financial tools

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
FirstClose Announces Integration With Calyx’s Point LOS
Fintech News

FirstClose Announces Integration With Calyx’s Point LOS

Fintech News Desk
FirstClose, a leading provider of technology solutions for mortgage lenders nationwide, announced its integration with Calyx Point. With the integration of the FirstClose ONE platform, Point users will now be able to order instant property reports on credit, flood, valuation, tax and title directly from the Point platform. Read More: Crypto......
FinTech Trading Platform TradeUP Introduces Hong Kong Stock Trading
Fintech News Trading

FinTech Trading Platform TradeUP Introduces Hong Kong Stock Trading

Fintech News Desk
TradeUP, an online trading platform that offers commission-free trading of U.S. stocks and ETFs, introduced Hong Kong stock trading to its mobile platform . The unique offering of Hong Kong stock trading gives U.S. investors a distinctive opportunity to access one of the most liquid markets in the world and expand their portfolios......
GSMA Report Highlights That Mobile Money Accounts Now Exceed One Billion Worldwide
Fintech Mobile Banking News

GSMA Report Highlights That Mobile Money Accounts Now Exceed One Billion Worldwide

Fintech News Desk
Mobile Money Industry Processed US$2 Billion in Transactions Per Day in 2019 The GSMA unveiled the annual ‘State of the Industry Report on Mobile Money’, offering a view of the mobile money landscape and highlighting the impact that greater financial inclusion has on lives, economies and innovation, especially in emerging......
TreasuryXpress Launches COVID-19 Treasury Technology Relief Program
Fintech News

TreasuryXpress Launches COVID-19 Treasury Technology Relief Program

Fintech News Desk
On-Demand TMS Leader to Provide Free Access to New Self-Service Treasury Management Software TreasuryXpress, the pioneer and global leader in on-demand treasury management software announced that they have launched a Treasury Technology Relief Program which will offer free subscriptions during this crisis to a new self-service treasury management tool they have......
Brightway Insurance Takes Proactive Steps to Mitigate Coronavirus Impact
Fintech InsurTech News

Brightway Insurance Takes Proactive Steps to Mitigate Coronavirus Impact

Fintech News Desk
Company uses technology to deploy more than 900 people to work from home in a matter of four days in order to meet customers’ needs. As an insurance agency, mitigating risk is at the heart of Brightway’s business. In recent weeks, COVID-19, also known as the coronavirus, has materialized into......
Five Steps Business Owners Can Take Right Now By Sam Brownell, CFA, CVA, Stratus Wealth Advisors
Guest Posts News

Coronavirus and Finance Tips: Five Steps Business Owners Can Take Right Now

Sam Brownell
While there are many different local, state and federal programs in place or being set up for financial relief due to the effects of the coronavirus, Stratus would like to encourage business owners not to wait for the government to begin building your relief plan.  By doing some independent prep......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

Fintech News Desk
Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has retooled its business model to help advisors survive and thrive amidst the current pandemic. “Advisors are facing significant challenges, in terms of Read More: GloveBox Platform Update Allows Access Via Web Application reduced revenue and the......
How is FinTech Redefining Real Estate?
Banking Featured Fintech

How is FinTech Redefining Real Estate?

Paroma Sen
With the rise of the start-up culture in the last decade, every sector has witnessed the entry of a large number of new entrants. As a result, existing as well as new companies are trying to differentiate themselves by offering varied services. Moreover, the integration of technology with most organizational......
About 3 in 10 Americans Are Stockpiling Cash Amid the Coronavirus Pandemic, MagnifyMoney Survey Finds
Fintech Fintech Funding News

Dublin-Based Tech Start-Up My Money Jar Raises €700,000

Fintech News Desk
My Money Jar, a Dublin-based start-up that promotes mindful spending and saving, has closed a funding round of €700,000, taking its total fundraising to more than €1.3 million over the past 18 months. Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit The funding......
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