Search Results for: financial tools

Growth-Minded Foundations Financial Partners Chooses Commonwealth
Finance News

Growth-Minded Foundations Financial Partners Chooses Commonwealth

Business Wire
by Business Wire0
Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Foundations Financial Partners of Doylestown, Pennsylvania, to its network of......
Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business
Finance News

Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business

Business Wire
by Business Wire0
ONYX members will receive a discount on Elements subscriptions Elements, a modern financial assessment software that helps advisors demonstrate their value faster,  announced a new partnership with the ONYX Advisor Network, a comprehensive entrepreneurial support platform for financial advisors. This collaboration aims to make it easier for ONYX advisors to grow......
Automated Financial Systems Announces the Successful Implementation of AFSVision at Flagstar Bank
Banking News

Automated Financial Systems Announces the Successful Implementation of AFSVision at Flagstar Bank

PR Newswire
by PR Newswire0
Automated Financial Systems, Inc. announced the successful implementation of AFSVision at Flagstar Bank. AFSVision was chosen to partner with Flagstar as they continue to enhance their commercial lending lines of business while building on their relationship banking model that offers first-class services and products to their customers. “AFS is happy to......
Financial Literacy Group Releases the Game Changing Bank Like a Bank App on Google Play and the App Store
Banking News

Financial Literacy Group Releases the Game Changing Bank Like a Bank App on Google Play and the App Store

Fintech News Desk
by Fintech News Desk0
Financial Literacy Group, has released the long awaited, revolutionary Bank Like a Bank™ App for iPhone and Android users all over the United States “The app is based on a proprietary formula that calculates how much interest middle class Americans can cancel by paying mortgages and debt early, states Ron......
New Mastercard Study Reveals Financial Inclusion Momentum in Latin America, Highlights Remaining Gaps to Close
Digital Payments News

New Mastercard Study Reveals Financial Inclusion Momentum in Latin America, Highlights Remaining Gaps to Close

Business Wire
by Business Wire0
Report finds the number of cash-only consumers – those without a financial account – has decreased dramatically from 45% to 21% Mastercard released a new report, The State of Financial Inclusion post COVID-19 in Latin America and the Caribbean: New Opportunities for the Payments Ecosystem, demonstrating the mainstream adoption of......
The State Bank Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial......
Build a Financial Model in Under Five Minutes With the New Openbox AI Software Solution
Finance News

Build a Financial Model in Under Five Minutes With the New Openbox AI Software Solution

Fintech News Desk
by Fintech News Desk0
Companies of all sizes will soon be able to save thousands of pounds when building financial models thanks to a new software tool soon to be released by Openbox. By combining the power of a natural AI language programme with Openbox’s existing software portfolio, the creation of a fully functioning......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
by PR Newswire0
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education
debt collection Finance News

Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education

GlobeNewswire
by GlobeNewswire0
Acquisition will help Origin users improve global financial literacy and debt management with more complete toolkit for smarter financial planning Origin, the startup reimagining financial wellness in the workplace, announced it has acquired Finny, a financial health startup. Origin will integrate Finny’s financial education, content, curriculum, and debt management tools......
Financial Literacy for All Welcomes American Express, Dow Jones, and Moderna to its Mission of Advancing Financial Literacy
Finance News

Financial Literacy for All Welcomes American Express, Dow Jones, and Moderna to its Mission of Advancing Financial Literacy

Business Wire
by Business Wire0
Prominent Companies Join Growing Coalition of Leading Organizations in a 10-Year Initiative to Promote Financial Literacy Throughout the U.S. Financial Literacy for All (FL4ALL), a national initiative dedicated to embedding financial literacy into the nation’s schools, workplaces, communities, and culture, announced that American Express, Dow Jones (a division of News......
1