Search Results for: financial planning

INW: Innovations in Nutrition + Wellness Implements Industry-Leading Cloud Financial Planning and Analysis Solution, OneStream XF
Fintech Investment Services News

INW: Innovations in Nutrition + Wellness Implements Industry-Leading Cloud Financial Planning and Analysis Solution, OneStream XF

Fintech News Desk
by Fintech News Desk0
Advancing its commitment to company-wide innovation, INW unifies financial systems across its national manufacturing network enhancing agility, transparency, and performance INW: Innovations in Nutrition and Wellness (“INW”), the global health and wellness company founded on science and innovation, recently implemented OneStream XF across its five manufacturing divisions allowing for powerful......
Fidelity's eMoney Rolls Out Financial Planning and Wellness App
Business Fintech News

Fidelity’s eMoney Rolls Out Financial Planning and Wellness App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan advisors.......
eMoney-Announces-General-Availability-of-Incentive_-a-Financial-Planning-and-Wellness-Mobile-App
Fintech Mobile Banking News

eMoney Announces General Availability of Incentive, a Financial Planning and Wellness Mobile App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement......
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,......
Anaplan Recognized as a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning & Analysis Solutions
Fintech News

Anaplan Recognized as a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning & Analysis Solutions

Fintech News Desk
by Fintech News Desk0
Anaplan, provider of a cloud-native platform for orchestrating business performance, has been named a Leader in Gartner’s 2020 Magic Quadrant for Cloud Financial Planning & Analysis Solutions (FP&A)1 for the fourth consecutive year. Gartner has positioned Anaplan as a Leader based on its completeness of vision and ability to execute. Read......
Wolters Kluwer CCH Tagetik recognized as a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
Business Fintech News

Wolters Kluwer CCH Tagetik Recognized as a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a leader in global performance management software solutions, has been named a Leader in the 2020 Gartner, Inc. Magic Quadrant for Cloud Financial Planning and Analysis Solutions 1. The annual report evaluated vendors for completeness of vision and ability to execute......
OneStream Software Named a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
Business Fintech

OneStream Software Named a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions

Fintech News Desk
by Fintech News Desk0
Recognition follows positioning in the Leaders Quadrant in Magic Quadrant for Cloud Financial Close Solutions OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, today announced it has been named a Leader in Gartner’s 2020 Magic Quadrant for Cloud Financial Planning and Analysis......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
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Savology Expands Offering to Provide Financial Planning Benefits Through Employers

Fintech News Desk
by Fintech News Desk0
Savology, a Utah-based fintech startup providing accessible financial planning for American households, announces the launch of its new financial wellness program for employers to provide access to holistic financial planning for their employees. Employers everywhere are increasingly recognizing the impact and relationship between personal finances, work performance, and overall employee satisfaction......
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