Search Results for: financial planning

Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning
Capital Markets Finance News

Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Republic Capital Group congratulates its client Reilly Financial Advisors (“Reilly”) with $2 billion in AUM, on its transaction with Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”). Latest Fintech Insights: GBank Financial Holdings Inc. Announces......
Creative Planning Acquires Reilly Financial Advisors
Finance Investment Services Investments News

Creative Planning Acquires Reilly Financial Advisors

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Reilly Financial Advisors (Reilly), which has a total of over $2B in assets under management. Latest Fintech Insights: Payments and DeFi-centric Blockchain,......
Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
Trinity College School Selects Multiview Financials’ Enterprise Resource Planning (ERP) Software
Fintech News

Trinity College School Selects Multiview Financials’ Enterprise Resource Planning (ERP) Software

Fintech News Desk
by Fintech News Desk0
Multiview Financial Software announced their selection as ERP vendor for Trinity College School in Port Hope, Ontario. Latest Fintech Insights: Next Top TON Startup Competition Welcomes TDeFi as New Accelerator Partner “We believe that software design and implementation are about more than technology, it’s about successful outcomes. Our people-first core value......
ForwardAI
Banking Business Fintech News

ForwardAI Announces Predict-as-a-Service, an AI-powered Cash Flow Forecasting and Planning Tool for Financial Institutions’ Small Business Clients

Fintech News Desk
by Fintech News Desk0
Leveraging a mature algorithm, Predict-as-a-Service provides reliable cash flow forecasting and interactive financial modeling for custom business scenarios ForwardAI, a fintech providing aggregated access to accounting & business data and analysis, introduced Predict-as-a-Service™, a cash flow forecasting and planning tool for financial institutions or fintechs that want to extend their......
Place Technology Enhances Financial Forecasting Solution, Improves Dynamic Planning and Operational Collaboration
Fintech News

Place Technology Enhances Financial Forecasting Solution, Improves Dynamic Planning and Operational Collaboration

Fintech News Desk
by Fintech News Desk0
Optimizes financial controls and extends platform functionality for target industries Place Technology (Place), a leading financial forecasting solutions provider for SaaS and professional services companies, announced a series of product enhancements for its core solution, PlaceCPM. Its new capabilities are designed to improve workflows for finance and increase collaboration among......
Fintech Guest Posts Mobile Banking Risk Management

How to Prepare Your Financial Institution for the Future: Updated Planning For Technology, Business Continuity and Disaster Recovery

Jeremy Baumruk
by Jeremy Baumruk1
Were financial institutions ready for a pandemic? As a society, we can all collectively say no because no one was really “ready” for a pandemic, but the real answer is more complex than you might think. Financial institutions’ business continuity and disaster recovery (BC/DR) plans actually did include pandemic planning......
Voya Financial Launches COVID-19 Planning Tool Powered by SAVVI Financial to Help Americans Navigate Difficult Financial Decisions
Fintech News

Voya Financial Launches COVID-19 Planning Tool Powered by SAVVI Financial to Help Americans Navigate Difficult Financial Decisions

Fintech News Desk
by Fintech News Desk0
Voya Financial, announced that it is collaborating with SAVVI Financial, a leading technology-enabled financial wellness platform, to offer a COVID Relief Planning Assistant designed to help those who have been laid off, furloughed or working reduced hours as a result of the pandemic. Through its Retirement and Employee Benefits businesses,......
eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals
Fintech News

eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced it has marked 20 years of transforming the financial advice industry through planning-led solutions. Over the last two decades, eMoney expanded its client base to more than 70,000 financial professionals by developing......
OneStream Software Shines in BARC Survey of Planning and Financial Performance Management Products
Business Fintech News

OneStream Software Shines in BARC Survey of Planning and Financial Performance Management Products

Fintech News Desk
by Fintech News Desk0
Earns 38 Top Ranks, 9 ‘Perfect 10’ scores and a 97% Recommendation Score in The Planning Survey 20 OneStream Software, a leading provider of modern Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, continues to achieve excellent results in the annual Planning Survey from the Business Application Research......
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