Search Results for: financial tools

Halo Investing Secures Financial Services Permission from Abu Dhabi Global Market’s Financial Services Regulatory Authority (FSRA)
Fintech Investment Services News

Halo Investing Secures Financial Services Permission from Abu Dhabi Global Market’s Financial Services Regulatory Authority (FSRA)

GlobeNewswire
by GlobeNewswire0
Halo Investing, a leading global Fintech headquartered in Chicago, U.S.A.,  announced that it has secured its Financial Services Permission (“FSP”) from Abu Dhabi Global Market (“ADGM”)’s Financial Services Regulatory Authority (“FSRA”) effective 19 January 2023. Latest Fintech Insights : Finastra And Integro Technologies To Offer Comprehensive Digitalization And Exposure Risk......
Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API
Analytics Fintech News

Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API

Business Wire
by Business Wire0
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory firms, announced that Dynasty has chosen BridgeFT’s WealthTech API as its primary custodial data partner......
Moomoo Shares Retail Investors' Market Outlook, Most Valued Trading Tools Amid Volatility, Inflation & Uncertainty
News Trading

Moomoo Shares Retail Investors’ Market Outlook, Most Valued Trading Tools Amid Volatility, Inflation & Uncertainty

Fintech News Desk
by Fintech News Desk0
Retail investors are undeterred from their participation in the market even amid an expected recession and ongoing concerns about inflation, according to moomoo‘s 2023 U.S. Investor Survey, a poll of 770 of the trading app’s users that examines their performance in 2022 as well as their outlook on markets, the economy......
Comun Raises $4.5 Million to Promote Financial Inclusion with Latino-First Approach to Banking
Banking Finance News

Comun Raises $4.5 Million to Promote Financial Inclusion with Latino-First Approach to Banking

Fintech News Desk
by Fintech News Desk0
Latino-founded neobank wants Spanish-speakers in the U.S. to feel more financial service love Comun, a Latino-founded neobank that provides modern banking solutions for Latino families, announced it closed a $4.5M seed round led by Costanoa Ventures with participation from South Park Commons and FJ Labs. The company plans to use......
Dora Launches Free Financial Coaching Services to End Users via TrustPlus
Finance Fintech News

Dora Launches Free Financial Coaching Services to End Users via TrustPlus

Fintech News Desk
by Fintech News Desk0
Event Based Service Offers One-On-One Financial Coaching Dora Financial, a marketing and innovation CUSO (credit union service organization) powered by the credit union movement, announced the launch of its new feature, event-based financial coaching. Dora end users now have access to personal finance coaching at no cost through a new......
SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers
Finance News

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers

Fintech News Desk
by Fintech News Desk0
A collaboration between William Blair and InvestCloud, SYSTM draws on advisory expertise bringing its premier technology and service offering to the wealth management industry SYSTM Wealth Solutions, a comprehensive cloud-based wealth ecosystem built for the financial industry by the industry, announced its platform is live for financial advisors and asset......
InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket
Investment Services News

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket

Fintech News Desk
by Fintech News Desk0
55ip’s integration onto the InvestCloud Financial Supermarket™ furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
Leading Financial Services Companies Turn to Lattice to Drive Workforce Effectiveness and Business Performance
Finance News

Leading Financial Services Companies Turn to Lattice to Drive Workforce Effectiveness and Business Performance

Fintech News Desk
by Fintech News Desk0
More than 400  banks, credit unions, and insurance companies now leveraging the Lattice people management platform to ensure employees are aligned, effective, and engaged Lattice, the leading provider of people management software that empowers company leaders to build engaged and high-performing teams that drive business success, announced significant momentum and......
Snappy Kraken Survey Reveals About Half of High-Net-Worth Retirees are Considering Hiring a New Financial Advisor
Finance News

Snappy Kraken Survey Reveals About Half of HNW Retirees are Considering Hiring a New Financial Advisor

Fintech News Desk
by Fintech News Desk0
Advisors risk attrition if not consistently communicating with clients during difficult markets Snappy Kraken, the MarTech innovator serving financial services professionals, announced the results of its survey of high-net-worth (HNW) retirees and pre-retirees. The survey, which focused on bear markets and the threat of a recession, found that slightly more than......
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