Search Results for: financial advice

Leading Canadian Mortgage Tech Company, Lendesk, Acquires Digital Mortgage Origination Provider, Finmo
Fintech News

Leading Canadian Mortgage Tech Company, Lendesk, Acquires Digital Mortgage Origination Provider, Finmo

Fintech News Desk
by Fintech News Desk0
The new integration will add Finmo’s fully digital mortgage experience to Lendesk’s powerful broker resources Lendesk Technologies, the premier FinTech provider for Canada’s mortgage industry professionals, today announced its acquisition of Finmo Financial Technologies – the fastest growing mortgage origination platform in Canada. Read More: United Federal Credit Union Chooses Finn AI to Deliver Conversational......
Banking Business News Risk Management

Riskalyze and Envestnet Announce Integration to Streamline Proposal Process for Advisors

Fintech News Desk
by Fintech News Desk0
Single sign-on and deep integration will allow advisors to create and implement proposals for client portfolios across the two platforms Today, Riskalyze announced its expanded integration with Envestnet, Inc. (NYSE: ENV), allowing advisors to create proposals for asset allocations through a single sign-on between the two platforms. Advisors will be able to use Riskalyze......
Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics
Fintech News

Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics

Fintech News Desk
by Fintech News Desk0
Plan Analytics Premium Includes Three New Features That Sift and Sort Data for Advisors, Saving Them Time While Surfacing Opportunities That May Have Otherwise Gone Overlooked After launching plan analytics earlier this year, Envestnet | MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the data sifting and visualization capabilities of......
Deutsche Bank Revamps Operations Platform for its Business Clients
Banking Fintech News

Deutsche Bank Revamps Operations Platform for its Business Clients

Fintech News Desk
by Fintech News Desk0
A single management, one platform, three brands – Stefan Bender: “We provide a home for all business clients.” The Deutsche Bank, Postbank and FYRST brands will remain present in the market Market shares will be redistributed going forward: the bank considers itself well placed to compete Deutsche Bank is revamping......
M1 Finance Closes $45 Million Series C Round to Build the Next-Gen Finance Super App
Capital Markets Fintech Fintech Funding News

M1 Finance Closes $45 Million Series C Round to Build the Next-Gen Finance Super App

Fintech News Desk
by Fintech News Desk0
M1 Finance, the Finance Super App that offers automated investing, borrowing, and banking products, announced a $45 million Series C funding round led by Left Lane Capital. This latest round of funding, which brings the company’s total to just under $100 million, comes just 120 days after a $33 million......
According to New Study Commissioned by DailyPay, 70% Of Americans Struggling To Make Ends Meet This Year
Fintech News

According to New Study Commissioned by DailyPay, 70% Of Americans Struggling To Make Ends Meet This Year

Fintech News Desk
by Fintech News Desk0
Heading into the holiday season, 7 out of 10 Americans (70%) say they are struggling to make ends meet this year, according to a new survey commissioned by DailyPay and conducted online by The Harris Poll among over 2,000 U.S. adults. Nearly half (47%) of Americans are taking extra steps this year,......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
by Fintech News Desk0
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
Quility Brings the Power of Choice to Insurance Marketplace
Fintech InsurTech News

Quility Brings the Power of Choice to Insurance Marketplace

Fintech News Desk
by Fintech News Desk0
Quility launches a digital platform designed to revolutionize the process of shopping for and purchasing life insurance Quility today announced the launch of its digital platform, designed to revolutionize the process of shopping for and purchasing life insurance. With a mission to provide choice and simplicity in an industry that is......
Featured Fintech Fintech Startups Mobile Banking

Mobile Banking Apps (Made For!) Millenials!

Tanika Mehrotra
by Tanika Mehrotra0
Mobile banking is a popular trend with millennials. To keep up with their banking needs, banks have come up with many streamlined approaches and innovations in mobile and instant banking. From analyzing total spend behaviors, to giving you savings advice, or figuring out your monthly or annual budgets, some of......
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