Search Results for: financial planning

Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
by Fintech News Desk0
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
Agfa Appoints Mona Issa As Financial Planning And Analysis Lead For North America
Fintech News

Agfa Appoints Mona Issa As Financial Planning And Analysis Lead For North America

Fintech News Desk
by Fintech News Desk0
New FP&A position will expand and enhance the management team’s resources for forecasting and process improvement. Agfa Imaging Solutions North America, is pleased to announce that Mona Issa has been appointed as the Financial Planning and Analysis Lead (FP&A). Mona was introduced by Georges Espada, Global Head of the Digital Radiology Business Unit,......
Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
Finance News

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning

Fintech News Desk
by Fintech News Desk0
Enterprise solution from AdvicePay will enable Kestra Financial to support the fee-for-service financial planning process for its financial professionals AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated......
Moneytree Software Acquires Financial Planning Hub eFinPlan
Finance News

Moneytree Software Acquires Financial Planning Hub eFinPlan

Fintech News Desk
by Fintech News Desk0
Cloud fintech solution aims to continue providing resources for individuals looking to begin financial planning Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announced the acquisition of eFinPlan, a website dedicated to helping individuals understand the importance of robust financial planning. “Here at......
CFP Board Center for Financial Planning Joins Financial Alliance for Racial Equity (FARE)
Fintech News

CFP Board Center for Financial Planning Joins Financial Alliance for Racial Equity (FARE)

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning  (“Center”) announced it will join the Financial Alliance for Racial Equity (FARE), a partnership between leading financial services organizations, associations and historically Black colleges and universities (HBCUs). Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level FARE was formed in......
Atlanta-Based LendingPoint Named Best Financial Planning Software by Benzinga in 2021 Global Fintech Awards
Fintech News

Atlanta-Based LendingPoint Named Best Financial Planning Software by Benzinga in 2021 Global Fintech Awards

Fintech News Desk
by Fintech News Desk0
Financial technology platform named a Benzinga Global Fintech listmaker for the third consecutive year LendingPoint, an AI-driven CreditTech platform, announced that it won Best Financial Planning Software from Benzinga in the seventh annual Global Fintech Awards. The award recognizes LendingPoint’s ability to adapt and innovate to serve its customers at......
AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises
Digital Payments Fintech News

AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises

Fintech News Desk
by Fintech News Desk0
“Last mile” platform integrations enable enterprises to compliantly unify and automate fee-for-service financial planning compliance, billing, and payment processes AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced the launch of significant workflow automation enhancements which will empower enterprises to compliantly manage the entire fee-for-service financial planning engagement......
Finance Fintech News

CFP Board Center for Financial Planning and Parsec Financial Launch Diversity-Focused Scholarship

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning (the Center) and Parsec Financial announced the launch of the Parsec Financial CFP Certification Diversity Scholarship that seeks to advance diversity in the financial planning profession. For the next four years, the scholarship will provide four awards annually of up to $5,000 USD each to qualified students from underrepresented populations in......
Planful Helps Elgin Power and Separation Solutions Achieve Greater Efficiency and Agility with Modern Financial Planning & Analysis
Cloud Digital Fintech

Planful Helps Elgin Power and Separation Solutions Achieve Greater Efficiency and Agility with Modern Financial Planning & Analysis

Fintech News Desk
by Fintech News Desk0
FP&A Team Saves Up to a Week per Month by Consolidating Reporting, Forecasting, and Budgeting and Reducing Manual Data Entry  Planful Inc., the pioneer of financial planning & analysis (FP&A) and consolidations cloud software, announced that Planful has helped Elgin Power and Separation Solutions centralize and modernize its financial processes. As......
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