Search Results for: financial tools

Suncoast Credit Union Teams With MX to Provide Clearer Financial Insights and Enhanced User Experience to Its Members
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Suncoast Credit Union Teams With MX to Provide Clearer Financial Insights and Enhanced User Experience to Its Members

Fintech News Desk
by Fintech News Desk0
Florida’s largest credit union will use MX’s award-winning data enhancement, financial health and insights tools to empower its members to live their best financial lives. MX, the financial data platform and leader in modern connectivity, announced it is partnering with Suncoast Credit Union, Florida’s largest credit union in both membership and assets.......
Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
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Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform
Finance Investment Services Investments News

NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform

Fintech News Desk
by Fintech News Desk0
NFP’s employer clients can now offer their employees access to more financial tools and investment offerings through the MoneyLion platform NFP, a leading insurance broker and consultant that provides property and casualty, corporate benefits, retirement and individual solutions, and MoneyLion (NYSE:ML), an award-winning, data-driven, digital financial platform, announced an expansion......
Goalsetter Secures $15 Million in Series A Funding to Expand and Transform Access to Financial Education in America
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Goalsetter Secures $15 Million in Series A Funding to Expand and Transform Access to Financial Education in America

Fintech News Desk
by Fintech News Desk0
Investment led by Seae Ventures, Fiserv, Mass Mutual, Citizens Financial Group, Astia Fund, NBA stars Kevin Durant, Carmelo Anthony, and actors Anthony Anderson and Lance Gross Goalsetter, a fintech platform dedicated to providing families and K-12 youth with access to banking, savings, investing, and financial education tools, announced the closing......
Goldman Sachs and AWS Collaborate to Create New Data Management and Analytics Solutions for Financial Services Organizations
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Goldman Sachs and AWS Collaborate to Create New Data Management and Analytics Solutions for Financial Services Organizations

Fintech News Desk
by Fintech News Desk0
Goldman Sachs Financial Cloud offering encompasses all the benefits of AWS’s public cloud, including industry-leading security, services, and proven global infrastructure coupled with 150 years of Goldman Sachs financial markets expertise Goldman Sachs (GS) announced the launch of Goldman Sachs Financial Cloud for Data with Amazon Web Services, Inc. (AWS),......
LPL Financial, The Network Welcome Clearview Wealth Partners
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LPL Financial, The Network Welcome Clearview Wealth Partners

Fintech News Desk
by Fintech News Desk0
 LPL Financial LLC announced that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an existing LPL large enterprise. The Clearview team reported having served approximately $500 million in advisory, brokerage and retirement plan......
Greenlight Collaborates With Amazon Kids+ To Provide Financial Education To Millions Of Families
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Greenlight Collaborates With Amazon Kids+ To Provide Financial Education To Millions Of Families

Fintech News Desk
by Fintech News Desk0
Greenlight Financial Technology, Inc. (“Greenlight”), the fintech company on a mission to help parents raise financially-smart kids, announced a collaboration with Amazon. Starting today, Amazon Kids+ families can sign up for a free, 1-year subscription to the standard Greenlight Plan, helping kids become smarter about personal finance. Latest Fintech Insights: Future......
Workday Sees Continued Momentum in Financial Services Supporting Global Institutions in Transforming Business
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Workday Sees Continued Momentum in Financial Services Supporting Global Institutions in Transforming Business

Fintech News Desk
by Fintech News Desk0
Workday , a leader in enterprise cloud applications for finance and human resources, announced continued momentum within the financial services industry with more than 70% of financial services organizations in the Fortune 500 having selected Workday. As part of the momentum, Workday achieved a record number of customer deployments in the past year across......
ComplySci Acquires Illumis, Premier Technology Provider To Financial Services Firms And Aggregator Of Political Contribution Data
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ComplySci Acquires Illumis, Premier Technology Provider To Financial Services Firms And Aggregator Of Political Contribution Data

Fintech News Desk
by Fintech News Desk0
illumis Provides Comprehensive Real Time Data Coverage of Federal, State and Local Donations, Along with Solutions for Mitigating Potential Regulatory Risk Deal Marks ComplySci’s Second Strategic Acquisition Since $120 Million Investment from K1 Investment Management in June ComplySci , the leading provider of regulatory technology and compliance solutions for the......
ClientCircle to Help Financial Advisors Grow Business
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ClientCircle to Help Financial Advisors Grow Business

Fintech News Desk
by Fintech News Desk0
A new product from Rocket Referrals will bring innovative marketing, communications and relationship-building tools to the financial services industry. ClientCircle, a new communications, relationship-building and business growth software for financial advisors, is coming to the financial services industry. Top Globalfintechseries.com Insights: Paddle Integrates Alipay, Google Pay and iDeal, Empowering Software Businesses to Sell......
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