Search Results for: financial goals

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RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
Moody’s Analytics Wins Two Risk Technology Awards for Stress Testing Solutions
Fintech News Risk Management

Moody’s Analytics Wins Two Risk Technology Awards for Stress Testing Solutions

Fintech News Desk
Moody’s Analytics has won Enterprise-Wide Stress Testing Product of the Year and Credit Stress-Testing Product of the Year in the 2020 Risk Technology Awards. They’re two of our seven wins in this year’s awards. Read More: Banks Are Experiencing a Kodak Moment: Lessons Learned from a Fallen Giant “We’re honored to earn......
MerchantE Appoints Experienced Payment Professional to Executive Team
Fintech News

MerchantE Appoints Experienced Payment Professional to Executive Team

Fintech News Desk
MerchantE, a leading end-to-end digital commerce platform, hired Mike Vaughn to serve as Senior Vice President of Operations as it enters its next stage of growth. “I’m thrilled to be joining MerchantE during this exciting time in the company’s history” With more than 20 years of experience in the payments......
Artificial Intelligence Business Fintech News

Tavant Introduces Digital Software Factory and Expands into New Business Lines

Fintech News Desk
First half of 2020 sees Tavant fintech business expanding into banking, payments, and proptech  Tavant, a Silicon Valley-based provider of AI-powered digital technologies, today announced key success milestones of its Fintech business achieved in the first half of 2020. While many companies were forced to scale back due to the......
Future Fintech and Spondula Signed Term Sheet for Potential Acquisition
Blockchain Fintech News

Future FinTech Announces Acquisition of Nice Talent Asset Management

Fintech News Desk
Future FinTech Group, a leading blockchain e-commerce and financial technology company, announced today that, further to its March 26, 2020 press release, it has entered into a Share Exchange Agreement (the “Agreement”) with Joy Rich Enterprises Limited (“Joy Rich“) to acquire 90% of the issued and outstanding shares of Nice Talent Asset......
Televerde Foundation Adds Money Experience Online Personal Finance Course To Program For Currently And Formerly Incarcerated Women
Fintech News

Televerde Foundation Adds Money Experience Online Personal Finance Course To Program For Currently And Formerly Incarcerated Women

Fintech News Desk
The financial literacy course will be integrated into Televerde Foundation’s workforce development program Money Experience, the innovative edtech company based in Cambridge, Massachusetts, today announced that the Televerde Foundation, a nonprofit organization with the mission to provide currently and formerly incarcerated women the skills to join and succeed within the global workforce,......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
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Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
Planswell Fills C-Suite with Eye Towards Global Expansion
Fintech News

FAB&T Helps Customers Save More Than $500,000 With Plinqit Savings App

Fintech News Desk
First Arkansas Bank & Trust (FAB&T), based in Jacksonville, Ark., has helped customers save more than $500,000 since launching Plinqit, a brandable, savings app and the only savings tool that pays users for engaging with content. Read More: Binance Card Launches in Europe, Bridging Crypto and Debit Payments “Plinqit has proven to......
RecVue Announces Strategic Partnership for Billing & Revenue Management with Effectus Group
Business Economy Fintech News

RecVue Announces Strategic Partnership for Billing & Revenue Management with Effectus Group

Fintech News Desk
RecVue, the next generation order-to-cash automation platform powering the Anything-as-a-Service (XaaS) economy, has announced it has entered into a strategic partnership with Effectus Group, a leading consulting firm with practice areas that include technical accounting, IPO services, transaction advisory services, and financial operations. Read More: M Financial Group Licenses FAST......
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