Search Results for: financial planning

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
Morae Names Brian Stearns as Chief Revenue Officer for the Americas
Fintech News

Morae Names Brian Stearns as Chief Revenue Officer for the Americas

Fintech News Desk
by Fintech News Desk0
Brian Stearns joins Morae as Chief Revenue Officer, Americas, and will lead the company’s Americas sales team to execute on Morae’s go-to-market strategy for revenue growth and expansion of the business. Morae Global Corporation, a leading provider of digital and legal business transformation solutions for law firms, law departments, and......
Finzly Announces Latest Enhancements to Payment Galaxy™
Banking Fintech Mobile Banking News

Finzly Announces Latest Enhancements to Payment Galaxy™

Fintech News Desk
by Fintech News Desk0
Centralized payment hub supports multiple payment networks, including newer RTP networks, through a single system Finzly, a fintech provider of modern banking applications for foreign exchange, trade finance, payments and digital banking, has released its latest developments for Payment Galaxy™, an interoperable payment hub that leverages open APIs in the......
Back-to-School Season Spurs Increase in Global eCommerce Transactions, According to Latest ACI Worldwide Data
Fintech News

Back-to-School Season Spurs Increase in Global eCommerce Transactions, According to Latest ACI Worldwide Data

Fintech News Desk
by Fintech News Desk0
Stationery, DIY desks, digital course material, apparel and electronics among popular back-to-school items purchased online amidst pandemic New data from ACI Worldwide (NASDAQ: ACIW) shows global eCommerce transactions increased by 24 percent in August 2020 compared to August 2019. The analysis of hundreds of millions of eCommerce transactions from global merchants showed......
Docupace Welcomes Ryan George as Chief Marketing Officer
Fintech News

Docupace Welcomes Ryan George as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Leading provider of cloud-based digital operations platform to wealth management firms appoints veteran wealth management industry executive Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced the appointment of Ryan George as the company’s Chief Marketing Officer. George joins former 1st Global president David Knoch, who assumed the......
What is ERP and top 10 Global ERP Software Providers from the world market
Business Featured Fintech

What is ERP and a Few Top Global ERP Software Providers from Around the World

Fintech News Desk
by Fintech News Desk0
Enterprise Resource Planning (ERP) refers to the planning and the management of the core processes and procedures that are followed in an organization. These include the supply chains, manufacturing units, financial services, and other processes that take place in the organization. Enterprise Resource Planning can be easily done in an......
Wells Fargo Invests in Six Black-Owned Bank
Business Fintech News

Despite Continued Difficulties, Small Business Owner Optimism Continues to Grow in Latest Wells Fargo Survey

Fintech News Desk
by Fintech News Desk0
Q3 study highlights improved future outlook tempered by significant near term headwinds Small business owners have faced unprecedented challenges due to the pandemic and are in the midst of great uncertainty with the upcoming presidential election. However, the Q3 Wells Fargo/Gallup Small Business Index indicates there is a continued spirit of......
Banking Blockchain Cryptocurrency Fintech Guest Posts

The Evolution of Blockchain in Today’s Finance World

Douglas Horn
by Douglas Horn0
The Future of Finance Cannot Deny DeFi Over the last few years of blockchain innovation, the technology has been promised as a sort of nostrum for whatever area of society might be riddled with opacity and inefficiency: business supply chains, elections and voting, identity verification and security, and healthcare, among......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth
Fintech News

Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth

Fintech News Desk
by Fintech News Desk0
Veteran of EPM software, Fitzgerald has been aligned with several groundbreaking Industry success stories Finario, the first purpose-built SaaS solution for Capex, has announced the appointment of Bob Fitzgerald as Senior Vice President, Sales & Alliances. Fitzgerald brings more than 25 years of experience in the EPM/CPM marketplace, during which......
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