Search Results for: Financial Advisor

Charles Schwab Reinforces Its Commitment to Customer Data Protection
Fintech News

Charles Schwab Reinforces Its Commitment to Customer Data Protection

Fintech News Desk
by Fintech News Desk0
Signs API agreements with several Third Party financial technology companies Charles Schwab announced agreements with Intuit (maker of QuickBooks, TurboTax and Mint), eMoney Advisor (a financial planning software provider), and Envestnet | Yodlee (a leading financial data aggregation and analytics platform), to use Schwab’s “API” (application programming interface) connections. Read......
Personal Capital Launches New Product Feature Recession Simulator
Capital Markets Fintech News

Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Has Record First Quarter Sales for Q1 2020 and Introduces The Financial Roadmap to Deliver Advice at Scale In the midst of a global pandemic, Personal Capital is leading the financial service industry’s shift to a remote setting by delivering advice at scale in today’s virtual world. Through the......
OpenFin Hires Adrian Crockett as Chief Product Officer
Banking Fintech News

OpenFin Hires Adrian Crockett as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
OpenFin, the operating system (OS) of finance, announced the hire of Adrian Crockett as Chief Product Officer. Based in New York, Crockett brings a wealth of experience in building innovative products and leading digital transformation within capital markets. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial......
Dennis Queal Named New Executive Vice President at Data Center Inc. (DCI)
Banking Fintech News

Dennis Queal Named New Executive Vice President at Data Center Inc. (DCI)

Fintech News Desk
by Fintech News Desk0
CFO Prioritizes the Balance of Growth & Efficiency for Bank Tech Developer Data Center Inc. (DCI), the privately-owned developer of iCore360 core banking software and related digital technologies, has announced the promotion of Dennis Queal to Executive Vice President and Chief Financial Officer. Read More: Jack Henry & Associates Launches Core-Integrated......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Capital Markets Fintech News

Addepar Introduces Pricing Assurance Program to Support RIAs

Fintech News Desk
by Fintech News Desk0
Addepar Assurance offers pricing credit to RIAs amid market volatility Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar’s platform during challenging market conditions. The program provides credit for new clients to offset......
RSM Selects Lukka as Preferred Provider for Crypto Tax Software Solutions
Blockchain Fintech News

RSM Selects Lukka as Preferred Provider for Crypto Tax Software Solutions

Fintech News Desk
by Fintech News Desk0
Lukka, a blockchain-native software and data services company, has been selected by RSM US LLP (“RSM”) – the nation’s leading provider of audit, tax and accounting services focused on the middle market – to provide crypto tax software solutions to the firm’s tax clients. Specifically, Lukka will supply RSM’s tax......
RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance
Fintech News

RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the launch of an automated Form CRS creation tool and resources to help registered investment advisors (RIAs) complete the upcoming required Form CRS filing. Unlike many compliance firms......
Acronis #CyberFit Financing Offers Access to Special Funding to Help Businesses Survive and Grow During Challenging Times
Fintech News

Acronis #CyberFit Financing Offers Access to Special Funding to Help Businesses Survive and Grow During Challenging Times

Fintech News Desk
by Fintech News Desk0
As small businesses struggle during the coronavirus outbreak, Acronis, in partnership with Lendio, is taking action to give as many businesses as possible access to vital government funding Acronis, a global leader in cyber protection, is taking action to help service providers, customers, and all U.S. businesses to stay strong and......
How the CARES Act Can Help Your Business By Sam Brownell, CFA, CVA, Stratus Wealth Advisors
Fintech Guest Posts

How the CARES Act Can Help Your Business

Sam Brownell
by Sam Brownell0
With the passage of the CARES Act, there are multiple avenues for business owners to seek relief from the economic effects of the coronavirus.  Below, Stratus outlines a few areas that we think will be particularly useful for business owners over the next few months. 1. Paycheck Protection Loan Program......
1