Search Results for: investment planning

Republic Bank of Chicago partners with DataSeers for Fraud and Compliance Management
Banking News

Republic Bank Partners with Nest Egg to Bring Investment Planning and Management to the Bank’s Clients

Business Wire
by Business Wire0
Republic Bank & Trust Company announces a new partnership with Nest Egg, a digital platform that connects the Bank’s clients with professional financial and investment advisors through a click or a call. “Financial literacy and sound advice are key to ensuring long-term financial success, and Republic’s partnership with Nest Egg......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
Planning for Growth: Regions Bank Survey Finds Businesses Will Increase Investments in Key Areas
Banking Fintech Investments News

Planning for Growth: Regions Bank Survey Finds Businesses Will Increase Investments in Key Areas

Fintech News Desk
by Fintech News Desk0
Regions Next Step offers guidance and resources as businesses eye expansion Regions Bank on Monday announced the results of a new business survey that finds an overwhelming majority of business owners and C-suite executives are focused on company investments to drive growth in the coming year. The survey was conducted by Regions......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Business Fintech Investment Services News

Johnson Investment Counsel’s Pandemic and Business Continuity Planning Enables Employees to Work Anywhere

Fintech News Desk
by Fintech News Desk0
Ensures “Seamless Experience” Between Work-From-Home Advisors and Clients With Integrated Collaboration, Communications and Virtual Workspaces From Evolve IP Johnson Investment Counsel, one of the largest independent investment firms in the Midwest, and Evolve IP, the world’s leading provider of Work Anywhere™ cloud solutions, announced that a successful business continuity and pandemic......
Carta Acquires Tactyc, Giving Private Funds Data-Driven Insights to Strategize and Allocate Investments in Real Time
Finance Fintech Investments News

Carta Acquires Tactyc, Giving Private Funds Data-Driven Insights to Strategize and Allocate Investments in Real Time

Business Wire
by Business Wire0
Transformative deal extends Carta’s private capital platform with powerful analytics for Fund CFOs and GPs Carta, the software platform purpose-built for private capital, today announced the company has acquired Tactyc, the first software to bring forecasting and planning to private funds. The acquisition will give fund CFOs and GPs a......
Wolters Kluwer Survey: AI Is Transforming the Office of the CFO; 70% of Finance Professionals Planning to Invest in AI Within the Next Five Years
Finance Fintech News

Wolters Kluwer Survey: AI Is Transforming the Office of the CFO; 70% of Finance Professionals Planning to Invest in AI Within the Next Five Years

Business Wire
by Business Wire0
AI adoption within the Office of the CFO is no longer a question of ‘if’ but ‘when’ and ‘how’ Wolters Kluwer, a global leader in information, software, and services for professionals, published a new research report: AI in Finance, from Skepticism to Optimism. The report explores adoption and sentiment related......
STP Unveils Game-Changing BluePrint Platform, Transforming Investment Operations and Fund Administration
Finance Fintech Investments News

STP Unveils Game-Changing BluePrint Platform, Transforming Investment Operations and Fund Administration

Business Wire
by Business Wire0
A powerful tool that represents a step-change in data management and operational efficiency for investment managers STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, today unveiled its cloud-native platform BluePrint. Designed to disrupt traditional investment operations, BluePrint empowers managers by unifying fragmented data into......
TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software
Banking Fintech News

TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software

Cision PRWeb
by Cision PRWeb0
TaxPlanIQ, a leading provider of tax planning software for tax and accounting firms, is excited to announce the release of Version 3.0, featuring significant automation upgrades and comprehensive implementation tools for tax strategies. With this latest version, firms can now upload a 1040 and receive tailored tax planning strategies powered......
New DFIN Survey Reveals Cautiously Optimistic CFOs Planning Increased M&A Activity for 2025 Amid Economic Uncertainty
Artificial Intelligence News Security

New DFIN Survey Reveals Cautiously Optimistic CFOs Planning Increased M&A Activity for 2025 Amid Economic Uncertainty

PR Newswire
by PR Newswire0
They will Leverage AI and Other Advanced Technologies for Strategic Growth as well as Continue Investing in Global ESG Compliance Inflation and Cybersecurity will Remain Top Concerns, with Companies Cautiously Balancing Risks DFIN a leading global risk and compliance solutions company, announced that a new survey of finance decision-makers reveals that......
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