Search Results for: financial advice

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
Artificial Intelligence Fintech News

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience While six in seven North American wealth managers (84%) believe that artificial intelligence (AI) will transform their industry in the next five years, less than one-third (28%)......
Intuit and Credit Karma Receive Clearance from Department of Justice for Acquisition of Credit Karma
Artificial Intelligence Fintech News

Intuit and Credit Karma Receive Clearance from Department of Justice for Acquisition of Credit Karma

Fintech News Desk
by Fintech News Desk0
Acquisition Paves the Way to Help Over 100 Million Consumers Save, Pay Down Debt and Get Faster Access to Money Intuit, proud maker of TurboTax, QuickBooks, and Mint, with 57 million customers, and Credit Karma, the consumer technology platform with more than 110 million members in the U.S., Canada and the U.K.,......
LendingUSA™ Appoints Narine Yenovkian as Vice President of Compliance
Fintech News

LendingUSA™ Appoints Narine Yenovkian as Vice President of Compliance

Fintech News Desk
by Fintech News Desk0
Narine Yenovkian joins the award-winning point-of-sale fintech company as the new Vice President of Compliance LendingUSA, a leading point-of-sale fintech company, today announced the hire of Narine Yenovkian as its new Vice President of Compliance. Narine joins LendingUSA at a critical time in the company’s expansion, in addition to the......
KBC Bank Chooses Finastra for Libor Transition
Banking Fintech Fintech Funding InsurTech News

Insuretech Platform Turtlemint Raises USD 30 Million

Fintech News Desk
by Fintech News Desk0
Funding to boost insurance & financial product penetration at the grassroots India based insuretech platform Turtlemint, has secured USD 30 million (INR 225 Cr), in a round led by GGV Capital. New investors American Family Ventures, MassMutual Ventures and SIG, along with existing investors Sequoia Capital India, Blume Ventures, Nexus......
First Affirmative Launches Pioneering "AffirmativESG" Advisor Workstation
Business Fintech News

First Affirmative Launches Pioneering “AffirmativESG” Advisor Workstation

Fintech News Desk
by Fintech News Desk0
The Smart and Easy Way to Invest for Impact and Competitive Returns The right thing to do should be the easy thing to do. Now, with the launch of First Affirmative Financial Network’s AffirmativESG advisor workstation, it’s easier than ever for financial advisors to help their clients find stocks that bring......
everyoneINVESTED_-The-Wealth-Tech-Spin-off-Of-KBC-Asset-Management_-To-Partner-Objectway-In-Providing-Innovative-Digital-Investment-Applications
Business Economy Fintech Investment Services News

everyoneINVESTED, The Wealth Tech Spin-off Of KBC Asset Management, To Partner Objectway In Providing Innovative Digital Investment Applications

Fintech News Desk
by Fintech News Desk0
 everyoneINVESTED and Objectway – a leading international player in Digital Wealth & Asset Management software – have entered into a partnership agreement that will enable them to leverage their ambition of providing professional asset managers and financial institutions with access to everyoneINVESTED’s innovative digital investment technology. The first solution that......
AllocateRite Announces a New Version of its Mobile App, with Significant Updates
Business Fintech Investment Services News

Survey Reveals 43% Of Institutional Investors Say The Global Pandemic Has Accelerated Deployment Of Capital Into European VC funds

Fintech News Desk
by Fintech News Desk0
New Report Provides Transparency into Europe’s VC Ecosystem as 64% of LPs said they want to increase investments into female-led VC Firms Mountside Ventures and ALLOCATE, today released their inaugural annual report entitled, “Capital Behind Venture 2020.”  The report provides insights on Venture Capital (VC) firms looking to raise funds from Limited Partners......
Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios
Fintech Investment Services News Risk Management

Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios

Fintech News Desk
by Fintech News Desk0
RiskPro and Envestnet, announce an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk. The strategic relationship between the two companies will allow RiskPro’s proposal generation, portfolio construction, and automated risk surveillance software to function within existing enterprise workflows on the Envestnet unified advice platform.......
Ryan Announces Exclusive Partnership with Incentify, the Leading Tax Credits and Incentives Technology Company
Business Fintech News

Ryan Announces Exclusive Partnership with Incentify, the Leading Tax Credits and Incentives Technology Company

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, is excited to announce an investment in and exclusive partnership with Incentify, the leader in tax credits and incentives (C&I) software. The cutting-edge Incentify platform will now be accessible to a number of Ryan’s current C&I clients and will soon be......
Railsbank Raises USD37 Million Growth Funding Co-led By MiddleGame Ventures and Ventura Capital
Banking Fintech Fintech Funding News

Railsbank Raises USD37 Million Growth Funding Co-led By MiddleGame Ventures and Ventura Capital

Fintech News Desk
by Fintech News Desk0
Railsbank, the leading global Banking-as-a-Service (BaaS) platform, has raised USD37 million as part of continued equity funding to support its global growth and product expansion. MiddleGame Ventures and Ventura Capital, both existing investors in Railsbank, co-led the round, with Anthos Capital, Global Brain, Clocktower Technology Ventures, Moneta VC, Mitsui Fudosan and Firestartr also......
1