Search Results for: financial wellness
Blucora Appoints Karthik Rao to the Board of Directors
Blucora, a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, announced the appointment of Karthik Rao to the Company’s Board of Directors, effective August 28, 2020. Mr. Rao’s appointment increases the number of independent directors from seven to eight,......
Bill.com and KeyBank introduce Key CashFlowsm, a Streamlined Payments Solution for Small and Midsize Businesses
Bill.com, a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMBs,) and KeyBank introduce Key CashFlowsm, an online banking solution that streamlines payments for small businesses (SMBs) and commercial customers. Read More: COVID-19 and Automation are Changing Finance for Good......
Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
Dwayne Johnson and Dany Garcia Become Strategic Investors in Acorns, New Acorns Early Families to Receive $7 Bucks Investment
Acorns, the country’s fastest growing financial wellness system helping over 8 million Americans save and invest for the future, announced that Dwayne Johnson and Dany Garcia have become strategic investors in Acorns. Acorns also announced, “It begins with $7 bucks,” an exciting partnership with Johnson featuring several programs that encourage......
The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination
Envestnet, announces that The Bancorp Bank, a wholly- owned subsidiary of The Bancorp, has joined the roster of lenders on the Envestnet Credit Exchange, providing financial advisors with seamless access to securities-backed lines of credit. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding “We continue to add......
KeyBank and Cardtronics Expand Customer Access to Surcharge-Free ATMs through Allpoint
Agreement Provides Surcharge-Free Access to over 40,000 Allpoint ATMs Nationwide KeyBank, one of the largest bank-based financial services companies in the U.S., has joined with Cardtronics and its Allpoint Network to give KeyBank customers convenient and surcharge-free access to their cash when using their KeyBank debit cards at all Allpoint......
KeyBank Smart Checking(SM) Helps Americans Cut Costs
New checking account opens doors to KeyBank tools with no monthly maintenance fees and nationwide access to 41,000 surcharge-free ATMs This National Financial Awareness Day, KeyBank is introducing Key Smart CheckingSM, a new, intuitive checking experience. Â Key Smart CheckingSMÂ comes fully stocked with KeyBank’s financial wellness tools and services, including overdraft......
VanEck Model Portfolios Added to Envestnet Wealth Platform
VanEck’s Wide Moat Strategy and Municipal Allocation Strategy now available to advisors using Envestnet’s platform; first time Wide Moat Strategy has been made available as a model VanEck today announced that two of its model portfolios are now available on the Envestnet Wealth platform, which is used by tens of thousands......
Principal® Progressing With Integration of Wells Fargo’s Institutional Retirement & Trust
Integration on track for 2021 completion Principal Financial Group® today announced marked progress in the integration of the Wells Fargo Institutional Retirement & Trust (IRT) business, which it acquired in July 2019 and is on track for completion in 2021. Principal ® has advanced key decisions on people, processes, and technology, despite challenges......