Search Results for: investment planning

Personal Capital Launches New Product Feature Recession Simulator
Fintech Investment Services News

Personal Capital Launches New Product Feature Recession Simulator

Fintech News Desk
by Fintech News Desk0
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, launched a new product feature and the first free tool of its kind, the Recession Simulator. Available......
Priceless Planet Coalition Expands, Unites Businesses and Consumers Worldwide to Preserve the Environment
Business Fintech Investment Services News

Mastercard Launches Recovery Insights Initiative to Inform Business and Government Economic Response Efforts

Fintech News Desk
by Fintech News Desk0
Extends COVID-19 Commitments by Providing Data Insights and Tools to New York City, London, Madrid, the State of Arizona and Other Governments Businesses and governments across the globe are looking for resources to help better manage the health, safety and economic risks presented by the recent pandemic. To assist in......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
JAFCO and Bloom&Co. Partner on Support for Startups
Capital Markets Fintech Fintech Startups News

JAFCO and Bloom&Co. Partner on Support for Startups

Fintech News Desk
by Fintech News Desk0
Strengthening marketing strategy for startups to enable business growth JAFCO Co., Ltd. (Headquarters: Minato-ku, Tokyo; Shinichi Fuki, President & CEO, hereinafter called JAFCO) and Bloom&Co., Inc. (Headquarters: Shibuya-ku, Tokyo; Yasuhiro Yano, CEO, hereinafter called Bloom&Co.) have teamed up and will begin providing support to startups by leveraging the strengths of......
Planful Wraps Up Successful Virtual Tour, Doubling Attendance as Interest in Continuous Planning Grows
Fintech News

Planful Announces “Planful Now” Offering to Provide High Impact ROI and Rapid Time to Value for Customers

Fintech News Desk
by Fintech News Desk0
Focused on Delivering Value Quickly, Planful Now Enables Agile, Confident Planning and Decision-Making in 30 Days or Less to Help Customers Get Back on Track Planful Inc. (formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, announced its “Planful Now” package offering at the Planful Virtual Tour,......
Wolters Kluwer Analysis Reveals Timely Claims Processing Is Top Compliance Challenge for U.S. Insurers
Banking Fintech News Risk Management

Aegean Baltic Bank of Greece Selects Wolters Kluwer to Provide Integrated Risk and Regulatory Reporting Solution

Fintech News Desk
by Fintech News Desk0
Aegean Baltic Bank of Greece (ABB) has chosen Wolters Kluwer’s OneSumX for Regulatory Reporting and OneSumX for Risk Management as its integrated risk and regulatory reporting software solution, helping the bank to meet its Basel IV and CRD V obligations. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue “Wolters Kluwer’s software provides......
TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa
Fintech Investment Services News Trading

TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa

Fintech News Desk
by Fintech News Desk0
Firm dubbed one of “The Best Places to Work in Financial Technology” for a second consecutive year. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment Advisors, is expanding. The firm has announced the opening of an operations center in Tampa, Fla. The new location will house a......
Boardwalktech Announces Contract with a Major Consumer Products Company
Fintech News

Boardwalktech Expands Recurring License at HCL Technologies

Fintech News Desk
by Fintech News Desk0
Boardwalktech Software Corp (“Boardwalktech”), the leading digital ledger platform and enterprise software solutions company, is pleased to announce that existing client HCL Technologies (“HCL”) has expanded its use of the Boardwalk Digital Ledger Platform (Boardwalk) with deployment of a new Budgeting and Planning application to deliver faster and improved results......
Singapore's Volopay raises $2.1m
Business Fintech Investment Services News

Venbrook Appoints Joseph Orlando as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Experience Financial Executive Joseph Orlando Joins Venbrook Group as CFO Venbrook Group, LLC welcomes Joseph Orlando as new Chief Financial Officer. As Chief Financial Officer Joe will assume operational leadership for all of the Company’s financial functions including accounting, corporate finance, audit, and treasury. His major responsibilities will include capital fundraising, banking......
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