Search Results for: investment planning

eMoney Advisor Enhances Advisor Branded Marketing (ABM) Solution with Automated Lead Generation Campaigns
Fintech News

eMoney Advisor Enhances Advisor Branded Marketing Solution with Automated Lead Generation Campaigns

Fintech News Desk
by Fintech News Desk0
Marketing automation capabilities streamline workflow for attracting, nurturing, converting and retaining clients in the digital age eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, expanded its Advisor Branded Marketing (ABM) tool with Automated Lead Generation campaigns, designed to help financial advisors......
AssetMark Closes on the Acquisition of OBS Financial
Banking Fintech News

AssetMark Closes on the Acquisition of OBS Financial

Fintech News Desk
by Fintech News Desk0
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
Ally Lending expands relationship with Milan Laser
Business Fintech News

Ally Invest Announces Inaugural Conference to Promote a Financially Secure Future

Fintech News Desk
by Fintech News Desk0
‘FOMO-Free Financial Future’ is a free digital conference open to all via livestream; will feature speakers from Morningstar, iShares, and more Ally Invest, the online brokerage and wealth management arm of Ally Financial Inc.  announced its inaugural digital conference. Dubbed the FOMO-Free Financial Future, this fully-online event is designed to inform,......
Enfusion Announces Fintech Veteran Thomas Kim as Its Chief Executive Officer
Business News

Enfusion Announces The Hire Of Its First Chief Human Resources Officer

Fintech News Desk
by Fintech News Desk0
Enfusion, the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics, shares the extension of its executive leadership team with its hire of Julie Nagle as Chief Human Resources Officer. Over the last 25+ years, Nagle has delivered vision, strategy and results to global human......
Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations
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Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations

Fintech News Desk
by Fintech News Desk0
Ordway, a billing and revenue automation platform for scaling companies, today announced a $10 million Series A investment led by CRV with participation from Clocktower Ventures and existing investors Lerer Hippeau and Revolution’s Rise of the Rest Seed Fund. Led by Sameer Gulati, a SaaS veteran at the epicenter of......
B2 Payment Solutions Becomes a New Solution Partner for Cryptomathic Group
Banking Fintech Fintech Radar News

B2 Payment Solutions Becomes a New Solution Partner for Cryptomathic Group

Fintech News Desk
by Fintech News Desk0
B2 Payment Solutions (B2), an organization providing best-in-class products and services for the payment industry, announced today that the company is partnering with Cryptomathic Group which includes both Cryptomathic, the global specialist in secure server and payments solutions; and Aconite Technology, a leading supplier of secure EMV card payment solutions.......
Tips from Mubarak Shah, the CEO of InPennyStock.com on How to Grow Your Portfolio
Cryptocurrency Fintech Radar Investment Services Trading

Tips from Mubarak Shah, the CEO of InPennyStock.com on How to Grow Your Portfolio

Fintech News Desk
by Fintech News Desk0
In today’s financial marketplace, a well-maintained portfolio is vital to any investor’s success. As an individual investor, you need to know how to determine an asset allocation that best conforms to your personal investment goals and risk tolerance. In other words, your portfolio should meet your future capital requirements and give you peace......
UP Fintech Underwrites 12 Chinese ADR IPOs in 2019
News Trading

UP Fintech Underwrites 12 Chinese ADR IPOs in 2019

Fintech News Desk
by Fintech News Desk0
More than 30 Chinese companies listed on US exchanges in 2019 and 12 of them had Tiger Brokers , a wholly owned subsidiary of UP Fintech Holding Limited , act as one of the underwriters for their offerings. In 2015, UP Fintech introduced its proprietary trading platform, Tiger Trade, which......
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......
Centage Corporation Taps Nate Burnes as Vice President of Customer Success
Business Fintech News

Centage Corporation Taps Nate Burnes as Vice President of Customer Success

Fintech News Desk
by Fintech News Desk0
Centage Corporation, leading provider of cloud financial software that transforms how businesses budget, forecast, analyze and report, announced that it has promoted Nate Burnes into the newly created role of Vice President of Customer Success, reporting directly to the CEO of Centage. In his new role, Burnes will oversee Centage’s......
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