Search Results for: financial wellness

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle
Business Fintech News

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Fintech News Desk
by Fintech News Desk0
Planning Vision Focused on Supporting Advisors in Their Efforts to Efficiently Scale Business, Elevate Client Experience and Demonstrate Unique Value eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its enhanced planning vision for products and features that enables advisors and......
RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
by Fintech News Desk0
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
FinFit Makes Early Wage Access Free for Employees
Fintech Radar News

FinFit Makes Early Wage Access Free for Employees

Fintech News Desk
by Fintech News Desk0
FinFit, a FinTech company that provides over 145,000 employers with a unique financial wellness benefit platform, recently announced that they will make early wage access available to employees at no charge. Offering this service with no transaction or subscription fee furthers FinFit’s mission to make financial wellness mainstream. “We believe......
Insurtech Leader Policygenius Announces $100M Series D Round, Led by KKR
Banking News

Insurtech Leader Policygenius Announces $100M Series D Round, Led by KKR

Fintech News Desk
by Fintech News Desk0
Investment Will Accelerate Growth With Plans to Roll out New Financial Protection Products This Year  Policygenius, the leading online marketplace for comparing and purchasing insurance, announced $100 million in Series D funding led by global investment firm KKR. Existing major investors in the company, including Norwest Venture Partners, Revolution Ventures, Susa......
EY TaxChat Enters Global Consumer Market for Personal Tax Filing
Banking Fintech News

EY TaxChat Enters Global Consumer Market for Personal Tax Filing

Fintech News Desk
by Fintech News Desk0
EY announces EY TaxChat, the first direct-to-consumer EY tax service, which will be available to individual taxpayers in several countries around the world. An on-demand mobile tax preparation service, EY TaxChat offers personalized service from a licensed EY professional who will prepare and file tax returns on the taxpayer’s behalf.......
Central Pacific Bank Partners with MX to Build a Better Bank
Banking Fintech News

Central Pacific Bank Partners with MX to Build a Better Bank

Fintech News Desk
by Fintech News Desk0
MX Partners With Central Pacific to Further Their Commitment to Be at the Forefront of Their Customers’ Changing Needs Customers Will Now Have Access to All Their Accounts in One Place, and Clearer Insights to Embolden Their Financial Understanding MX, the leading digital transformation platform for banks, credit unions, fintechs......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
FinTech South 2020 Announces Speaker Lineup
Banking Blockchain Cryptocurrency

FinTech South 2020 Announces Speaker Lineup

Fintech News Desk
by Fintech News Desk0
Global brands Uber Money; Salary Finance; TSYS; BankMobile; AvidXchange; Kabbage Inc.; Consult Hyperion Join featured Speaker Roster The Technology Association of Georgia (TAG) has announced that some of the highest-profile, global brands in the financial technology industry have joined the first round of featured speakers for the FinTech South 2020 conference on April 20-21st at the......
1