Search Results for: financial tools

eMoney Advisor and Allianz Life Announce New Strategic Partnership
Capital Markets Fintech News

eMoney Advisor Provides Free Planning Resources During COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
CEO Ed O’Brien urges more advisors to adopt financial planning during times of uncertainty and disruption eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced plans to make its planning platform, marketing solutions and educational resources more accessible to advisors. Amidst the......
How the CARES Act Can Help Your Business By Sam Brownell, CFA, CVA, Stratus Wealth Advisors
Fintech Guest Posts

How the CARES Act Can Help Your Business

Sam Brownell
by Sam Brownell0
With the passage of the CARES Act, there are multiple avenues for business owners to seek relief from the economic effects of the coronavirus.  Below, Stratus outlines a few areas that we think will be particularly useful for business owners over the next few months. 1. Paycheck Protection Loan Program......
SharperLending Introduces Joe Ware as Vice President of Sales
Fintech News

SharperLending Introduces Joe Ware as Vice President of Sales

Fintech News Desk
by Fintech News Desk0
Business Strategy, Financial Services Veteran Joins SharperLending Team to Expand Market Leadership Position and Drive Growth Mortgage and financial technology provider SharperLending is excited to announce the expansion of their sales organization. SharperLending welcomes Joe Ware as the new Vice President of Sales who will play an important leadership role in the......
Liberty National Bank Partners With Teslar Software to Streamline Commercial Lending
Banking Fintech News

Liberty National Bank Partners With Teslar Software to Streamline Commercial Lending

Fintech News Desk
by Fintech News Desk0
Bank selects advanced platform to increase portfolio management efficiencies, flexibility Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Liberty National Bank has selected its platform to improve productivity and increase transparency across exceptions tracking and reporting, helping to......
BlueSnap Expands Global Operations With New European Headquarters and Appointment of EU Board
Fintech News

Astound Commerce and Bluesnap Launch New Salesforce Commerce Cloud Payment Solution

Fintech News Desk
by Fintech News Desk0
Alliance Showcases the Future of Payment Integration Astound Commerce, the world’s largest privately-held digital commerce agency, has partnered with a leading payment solutions provider BlueSnap, to launch an all-in-one payment platform integrated with Salesforce Commerce Cloud, enabling customers to increase sales and reduce costs. The all-in-one payments platform includes a gateway solution,......
Barchart.com Releases New and Powerful Interactive Charts for Traders and Investors
Fintech News

Barchart Releases New and Powerful Interactive Charts for Traders and Investors

Fintech News Desk
by Fintech News Desk0
Barchart, a leading provider of financial market data and technology, announces the launch of new Interactive Charts available through Barchart’s public financial data platform, www.barchart.com. Built entirely from the ground up, Barchart.com’s new interactive charting provides desktop and mobile users with access to fast, interactive charts designed to be easy-to-use yet powerful for......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Fintech InsurTech News

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
Brex Adapts Rewards, Adds SBA Loan Support to Help Customers During COVID-19 Crisis
Fintech News

Brex Adapts Rewards, Adds SBA Loan Support to Help Customers During COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
Announces spend multipliers, discounts, and partnerships to reflect macroenvironment Brex, the financial technology company that helps growing companies realize their full potential, announced a new rewards program that is available for its Brex for Startups corporate credit card customers on its Brex Exclusive rewards program. The new offering helps Brex customers......
SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
Fintech InsurTech News

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
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