Search Results for: financial tools

Here to Help: Formations Comes out of Stealth to Help Full-Time Self-Employed Maximize Their Financial Gains
Fintech Fintech Startups News

Here to Help: Formations Comes out of Stealth to Help Full-Time Self-Employed Maximize Their Financial Gains

Fintech News Desk
by Fintech News Desk0
The Kirkland-Based Fintech Startup Embraces the Latest Cloud-Accounting Technology, Find Opportunities Financial Decisions That Can Add Up to $20,000 to Users’ Annual Net Income Formations, an early-stage FinTech startup, announced that it’s coming out of stealth to offer full-time self-employed a complete financial management solution to maximize the financial potential......
One-Third of Financial Firms Lack Clear Plan to Address Privacy Risks, Accenture Report Finds
Fintech News

One-Third of Financial Firms Lack Clear Plan to Address Privacy Risks, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Privacy executives should look beyond just compliance and focus on elevating the customer experience One-third of financial services organizations lack a clear plan or the resources to address privacy risks related to customer data in the next 12 months, according to a new report by Accenture . “Given the renewed......
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
by Fintech News Desk0
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
Majority of Americans Would Consider Financial Products From a Tech Company Instead of a Bank or Credit Union
Banking Fintech News

Majority of Americans Would Consider Financial Products From a Tech Company Instead of a Bank or Credit Union

Fintech News Desk
by Fintech News Desk0
New Ondot Systems Survey Conducted by the Harris Poll Finds Most Americans Believe Tech Companies Threaten Smaller Banks, Credit Unions Ondot Systems, the digital card services platform for credit and debit issuers, released findings from a study it commissioned from The Harris Poll about consumer attitudes toward Big Tech and......
Callens Capital, With the Addition of WhatTheLawIs.com, Expands Its Informational Sites to Legal and Financial Topics
Fintech News

Callens Capital, With the Addition of WhatTheLawIs.com, Expands Its Informational Sites to Legal and Financial Topics

Fintech News Desk
by Fintech News Desk0
WhatTheLawIs.com provides clear and concise explanations of fundamental topics that translate complex legalese into layman terms. Callens Capital expands its portfolio with the addition of WhatTheLawIs.com, a premier online source of legal and financial data. “WhatTheLawIs.com simplifies the process. Researching legal issues and locating proper counsel can be an overwhelming task and......
AssetMark Closes on the Acquisition of OBS Financial
Banking Fintech News

AssetMark Closes on the Acquisition of OBS Financial

Fintech News Desk
by Fintech News Desk0
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
Pushpay Launches New Financial Dashboard, Provides Visibility to the Financial Health of the Church
Banking Fintech News

Pushpay Launches New Financial Dashboard, Provides Visibility to the Financial Health of the Church

Fintech News Desk
by Fintech News Desk0
Pushpay’s Winter Product Release Provides New Tools and Insights to Help the Church Streamline Administration and Engage With Their Congregation — Any Day of the Week Pushpay Holdings Limited, the leading payments and engagement provider to the US faith sector, announces its winter product updates, which include a new financial......
Webull Financial Debuts Customizable Desktop Platform, Webull 4.0
Banking Fintech News

Webull Financial Releases “Webull 6.0”

Fintech News Desk
by Fintech News Desk0
Latest product update includes AI-enabled voice command trading and a more streamlined interface, allowing for quicker and more efficient trading  Webull Financial LLC, an independent, self-directed broker dealer focused on zero-commission trading and in-depth market data, announced the launch of Webull 6.0. The new version of the app includes features......
Innovative New Time-Saving Workflow Tools for Tax Practitioners Now Available From Bloomberg Tax & Accounting
Business Fintech News

Complimentary Access To Wide Range Of 2019 Tax Year Tools And Resources Available From Bloomberg Tax & Accounting

Fintech News Desk
by Fintech News Desk0
Bloomberg Tax & Accounting announced the availability of Tax Season Watch, which features useful tax filing and payment resources, including news and commentary, access to primary sources, tax forms and instructions, best practices related to e-filing, top audit triggers, and top mistakes in tax preparation. Tax Season Watch is available......
Covr Financial Technologies Adds Leading Life Insurance Innovator Haven Life to Its Platform
Business InsurTech News

Covr Financial Technologies Adds Leading Life Insurance Innovator Haven Life to Its Platform

Fintech News Desk
by Fintech News Desk0
The Haven Term Policy Is Now Offered Through Covr’s Digital Life Insurance Platform for Banks, Credit Unions and Their Customers Covr Financial Technologies (Covr) and Haven Life, the customer-centric life insurance agency backed and wholly owned by Massachusetts Mutual Life Insurance Company (MassMutual), are announcing a partnership that helps more customers purchase......
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