Search Results for: financial education

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
Workiva Expands Its Platform Into New Vertical Market
Fintech News

Workiva Expands Its Platform Into New Vertical Market

Fintech News Desk
by Fintech News Desk0
Workiva, provider of the world’s leading connected reporting and compliance platform, announced today that it’s expanding its cloud-platform capabilities to serve the vertical market – encompassing electric utility, hydropower and pipeline companies – that reports to the Federal Energy Regulatory Commission (FERC). Read More: Simple Announces Launch of Tax Refund Feature to......
SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities
Capital Markets Fintech InsurTech News

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) and Raymond James Financial (“Raymond James”) have now unveiled integration that brings SIMON’s end-to-end digital platform for annuities to all 8,000+ Raymond James advisors. The new partnership extends SIMON’s best-in-class insurtech solution to Raymond James’ national network of advisors,......
Upgrade, Inc. Named a 2020 'Best Place to Work in the Bay Area'
Fintech Mobile Banking News

Upgrade, Inc. Named a 2020 ‘Best Place to Work in the Bay Area’

Fintech News Desk
by Fintech News Desk0
Neobank Recognized for Outstanding Employee Satisfaction Upgrade, a neobank that offers affordable and responsible credit to mainstream consumers, announced that it has been named a “Best Place to Work in the Bay Area” by the San Francisco Business Times and Silicon Valley Business Journal. This is Upgrade’s third year in......
CPI Card Group Builds on CSR Initiatives With Global Charity Donations and Sustainable Brands Membership
Cryptocurrency Economy Fintech News

CPI Card Group Builds on CSR Initiatives With Global Charity Donations and Sustainable Brands Membership

Fintech News Desk
by Fintech News Desk0
CPI Card Group, a payment technology company and leading provider of credit, debit and prepaid solutions, highlighted recent steps to support and drive its corporate social responsibility, including contributions to local and global charities and coronavirus relief efforts. As part of its ongoing commitment to environmental stewardship, CPI also continues......
Business Fintech News

In Time of Need, IMA to Provide Free Access to Many Resources to Nonmembers for 90 Days

Fintech News Desk
by Fintech News Desk0
IMA® (Institute of Management Accountants), the association of accountants and financial professionals in business, wants to help those in the accounting and finance profession cope with the disruption caused by the COVID-19 pandemic. Therefore, IMA is making many valuable education and networking resources available free of charge to nonmembers for 90 days. As......
Credit Sesame Launches SesameThrive to Help Consumers Navigate Their Finances During COVID-19 and Beyond
Fintech News

Credit Sesame Launches SesameThrive to Help Consumers Navigate Their Finances During COVID-19 and Beyond

Fintech News Desk
by Fintech News Desk0
SesameThrive includes latest resources, tools, and tips to help consumers weather the pandemic while preparing for recovery Credit Sesame  introduced SesameThrive, a comprehensive platform to help consumers navigate their financial journey amid COVID-19, from managing daily cash and credit concerns to long-term recovery. SesameThrive incorporates educational resources, virtual tools and......
BTIG to Offer Free Trading Services for Organizations Linked to First Responders and Other COVID-19 Response Personnel, Pension Funds, Endowments and Charitable Foundations
Fintech News Trading

BTIG to Offer Free Trading Services for Organizations Linked to First Responders and Other COVID-19 Response Personnel, Pension Funds, Endowments and Charitable Foundations

Fintech News Desk
by Fintech News Desk0
BTIG announced that it plans to offer free trading services in support of coronavirus (COVID-19) recovery efforts. The firm’s donated services are aimed at supporting those institutions that are designated as dedicated charitable funds, state and union pension funds, medical and educational endowments as well as fire and police benefit......
FinFit Now Available to Customers of Oasis, a Paychex® Company
Fintech News

FinFit Now Available to Customers of Oasis, a Paychex Company

Fintech News Desk
by Fintech News Desk0
FinFit, a FinTech company that provides over 150,000 employers with a unique financial wellness benefit platform, announced that customers of Oasis, a Paychex Company will now have access to this product which includes a comprehensive suite of essential tools and resources to help improve their financial health and well-being. Read......
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