Search Results for: business planning

TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa
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TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa

Fintech News Desk
by Fintech News Desk0
Firm dubbed one of “The Best Places to Work in Financial Technology” for a second consecutive year. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment Advisors, is expanding. The firm has announced the opening of an operations center in Tampa, Fla. The new location will house a......
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
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Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Canaccord Genuity Wealth Management, one of Canada’s preeminent wealth management firms and a division of Canaccord Genuity Group, will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform. Canaccord Genuity Wealth Management’s advisors will be among the first in Canada to fully harness the seamless,......
Steve Welsh Joins Planful to Lead the Solutions Consulting Team
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Steve Welsh Joins Planful to Lead the Solutions Consulting Team

Fintech News Desk
by Fintech News Desk0
Newly Appointed Vice President Brings Strong FP&A Background, Extensive Experience Driving Growth Planful (formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, announced that Steve Welsh has joined the company as Vice President (VP) of Solutions Consulting. An industry veteran in the cloud FP&A space, Welsh has more......
Boardwalktech Announces Contract with a Major Consumer Products Company
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Boardwalktech Expands Recurring License at HCL Technologies

Fintech News Desk
by Fintech News Desk0
Boardwalktech Software Corp (“Boardwalktech”), the leading digital ledger platform and enterprise software solutions company, is pleased to announce that existing client HCL Technologies (“HCL”) has expanded its use of the Boardwalk Digital Ledger Platform (Boardwalk) with deployment of a new Budgeting and Planning application to deliver faster and improved results......
Singapore's Volopay raises $2.1m
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Venbrook Appoints Joseph Orlando as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Experience Financial Executive Joseph Orlando Joins Venbrook Group as CFO Venbrook Group, LLC welcomes Joseph Orlando as new Chief Financial Officer. As Chief Financial Officer Joe will assume operational leadership for all of the Company’s financial functions including accounting, corporate finance, audit, and treasury. His major responsibilities will include capital fundraising, banking......
Planful Announces Speakers For Its Upcoming Virtual Tour
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Planful Announces Speakers For Its Upcoming Virtual Tour

Fintech News Desk
by Fintech News Desk0
 Planful Inc. (formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, today announced the keynote and customer speakers for its upcoming Planful Virtual Tour, taking place Tuesday, May 19, to Thursday, May 21. Keynote sessions will feature R “Ray” Wang of Constellation Research; Tim Zue, CFO of The Boston Red Sox; Randy......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
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Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Google Cloud Engineering Leader Joins Apptio
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Google Cloud Engineering Leader Joins Apptio

Fintech News Desk
by Fintech News Desk0
Apptio, a leading provider of technology business management (TBM) solutions that help organizations analyze, plan, and optimize technology spend, announced the appointment of Abuna Demoz as vice president of engineering. Demoz will oversee the company’s Cloudability and Planning products and report directly to Apptio’s chief product and technology officer, Scott......
Planful Announces Fall20 Product Release, Unveiling New Capabilities for Workforce Planning, Dynamic Planning, and Reporting
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Planful Welcomes Shane Hansen as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Hansen Brings Significant Go-to-Market, Analytics, and Business Performance Expertise to New Role Planful,(formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, announced that Shane Hansen has joined the company as Chief Financial Officer (CFO). Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for......
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