Search Results for: financial planning

PureFacts Financial Solutions Closes $20 Million Financing Round
Business Fintech News

PureFacts Partners With Cascades Financial Solutions, a Retirement Income Planning Tool That Provides Tax-efficient Decumulation Strategies

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading provider of mission-critical wealth tech solutions, has taken an ownership stake in Cascades Financial Solutions Inc. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor PureFacts has taken an ownership stake in Cascades Financial Solutions, a powerful retirement income......
Planful Wraps Up Successful Virtual Tour, Doubling Attendance as Interest in Continuous Planning Grows
Business Capital Markets Fintech News

Planful Shares Continuous Planning Vision at Virtual Tour, Defining A Modern Framework for Financial Decision-Making

Fintech News Desk
by Fintech News Desk0
Planful CEO Unveils New Capabilities and Functionality To Enable Organizations To Achieve A Continuous Planning Vision Planful, a leading financial planning and analysis (FP&A) cloud platform provider, kicked off the Planful Virtual Tour , featuring customers including the Boston Red Sox, Bose, and Nature’s Sunshine. In the keynote address, Planful CEO, Grant......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
OneStream Named Winner in Ventana Research’s 13th Annual Digital Innovation Awards
Banking Fintech

OneStream Software Launches Predictive Analytics for Financial and Operational Planning

Fintech News Desk
by Fintech News Desk0
New Capabilities Enable Organizations to Plan, Analyze and Predict With Confidence OneStream Software, a leader in Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has introduced a new predictive analytics solution that provides advanced planning and forecasting capabilities for the OneStream XF platform. Predictive Analytics 123 enables finance......
Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution - MoneyGuideElite
Banking Fintech News

Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution – MoneyGuideElite

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro announced a partnership with Buckingham Wealth Partners, providing access to the MoneyGuide Elite planning software to advisors under their umbrella. Elite, MoneyGuide’s more advanced planning product, has the ability to address the complexities of clients’ financial needs by identifying......
Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities
Fintech InsurTech News

Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is excited to announce its expansion into the life insurance sector. As the first platform to offer an end-to-end solution that integrates life insurance and annuities, Luma enables advisors to manage both products seamlessly through a single,......
E-commerce Featured Fintech Robotic Process Automation

Automating Financial Reconciliation for E-commerce Using AI and RPA

Fintech Staff Writer
by Fintech Staff Writer0
In the fast-evolving world of e-commerce, managing financial transactions accurately and efficiently is crucial for business success. Financial reconciliation—the process of verifying that records from different financial accounts align—is a fundamental aspect of financial management. In the e-commerce sector, the vast volume of transactions, multiple payment channels, and diverse currencies......
Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals
Finance Fintech News

Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals

PR Newswire
by PR Newswire0
Covr Financial Technologies, a leading digital insurance provider, announced this week the launch of Advisor 3.0, the latest version of its industry-leading insurance platform. This cutting-edge software empowers financial professionals, insurance advisors, and institutions to streamline their insurance business across various product lines, including life insurance, disability insurance, long-term care,......
Wolters Kluwer Survey: AI Is Transforming the Office of the CFO; 70% of Finance Professionals Planning to Invest in AI Within the Next Five Years
Finance Fintech News

Wolters Kluwer Survey: AI Is Transforming the Office of the CFO; 70% of Finance Professionals Planning to Invest in AI Within the Next Five Years

Business Wire
by Business Wire0
AI adoption within the Office of the CFO is no longer a question of ‘if’ but ‘when’ and ‘how’ Wolters Kluwer, a global leader in information, software, and services for professionals, published a new research report: AI in Finance, from Skepticism to Optimism. The report explores adoption and sentiment related......
Kyriba Enhances its AI-Driven Liquidity Performance Solutions to Boost CFOs' Financial Agility and Operational Connectivity
Artificial Intelligence Finance Fintech News

Kyriba Enhances its AI-Driven Liquidity Performance Solutions to Boost CFOs’ Financial Agility and Operational Connectivity

Business Wire
by Business Wire0
Kyriba App Studio, a new low-code platform, tackles ‘Liquidity Gridlock,’ simplifies API adoption, and streamlines ERP integrations Kyriba, a global leader in liquidity performance, announced today an AI-driven platform designed to enhance financial connectivity and operational agility for CFOs and their teams. Kyriba App Studio is a first-of-its-kind solution that......
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