Search Results for: payment practices

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment
Fintech News Risk Management

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment

Fintech News Desk
by Fintech News Desk0
Poll taken also identifies what skills are believed to define success in the future COVID-19 has forced financial advisors to adapt to the changing circumstances The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the......
Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation
Investment Services News

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

Fintech News Desk
by Fintech News Desk0
Wealth Manager helps business owners integrate exit planning into their business, personal and financial goals HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional......
FedNow Outlines Approach To ISO 20022 Specifications
Fintech InsurTech Investment Services News Risk Management

FedNow Outlines Approach To ISO 20022 Specifications

Fintech News Desk
by Fintech News Desk0
The new year is off to a fast start for the FedNow Service. We recently announced the 120+ strong pilot participant roster and a narrowed timeframe — now 2023 — for our industrywide service launch. Next on the horizon is the publication of the ISO 20022 message specifications for the......
Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
Business Fintech InsurTech Investment Services News Risk Management

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
OnPay Solutions Partners with oAppsNet Group to Enable AP Automation via Oracle Integration
Business Fintech Investment Services News

OnPay Solutions Partners with oAppsNet Group to Enable AP Automation via Oracle Integration

Fintech News Desk
by Fintech News Desk0
OnPay Solutions, a Top Ten AP Automation Solutions Provider, has partnered with oAppsNet Group to provide AP automation solutions with easy ERP integration. OnPay Solutions, a Top Ten AP Automation Solutions Provider, has partnered with oAppsNet Group to provide AP automation solutions with easy ERP integration. Read More: GlobalFintechSeries Interview with Mark......
Wolters Kluwer Introduces Finsit To The UK
Business Cloud Fintech Investment Services News

Wolters Kluwer Introduces Finsit To The UK

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax and Accounting UK today launches finsit, its cloud-based financial insights platform to its CCH OneClick customers in the UK. While the shift to advisory has been in place for some time, the uncertainty brought on by external factors has heightened the demand for sound financial advice from......
POPi/o Video Banking Rises To Record 2020 Growth & Continued Advancements
Banking Digital Mobile Banking News

POPi/o Video Banking Rises To Record 2020 Growth & Continued Advancements

Fintech News Desk
by Fintech News Desk0
Video banking leader hits its stride with growing adoption of virtual banking, achieving record momentum with new bank and credit union customers POPio Mobile Video Cloud® (POPi/o), the #1 leader in video banking enabling virtual banking solutions, today announced a record year of milestones and successes for 2020, as financial......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
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