Search Results for: investment planning

Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix
Finance News

Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix

Business Wire
by Business Wire0
Serves as ‘catalyst’ to strengthen FPAGP’s initiatives in professional development for its approximately 400 members Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is pleased to announce a three-year commitment of time, talent and financial resources to support the Financial Planning Association......
OneStream Innovations Increase Speed to Insights Across Financial Performance Management, Operational Planning & Analytics
Fintech News

OneStream Innovations Increase Speed to Insights Across Financial Performance Management, Operational Planning & Analytics

Business Wire
by Business Wire0
OneStream Software, a leader in corporate performance management (CPM) solutions for advancing financial close, consolidation, reporting, planning and forecasting, announced several key innovations designed to increase end-user speed to insights across Financial Performance Management, Operational Planning & Analytics and Forecasting processes at its 2023 Splash Berlin Global User Conference and Partner Summit.......
Gurucul Announces Partner Program Enhancements and Substantial Investments to Accelerate Partner-First Sales Motion
Investment Services News

Gurucul Announces Partner Program Enhancements and Substantial Investments to Accelerate Partner-First Sales Motion

Business Wire
by Business Wire0
Unified AI-powered TDIR platform provides high-margin and service-rich opportunities for Partners Gurucul, the most visionary Next-Gen SIEM provider, announced major upgrades to the Gurucul Partner Program as part of its commitment to a Channel-First sales motion. The enhancements improve the ability for Gurucul and its selling partners to co-develop and......
Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives Maps Credit Union clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial  announced Maps Credit Union, a member-owned financial cooperative with more than $1.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from CUSO Financial......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
An Investment Fund Created by ChatGPT Is Still Outperforming the UK’s Top 10 Most Popular Funds After 5 Months
Investment Services News

An Investment Fund Created by ChatGPT Is Still Outperforming the UK’s Top 10 Most Popular Funds After 5 Months

Fintech News Desk
by Fintech News Desk0
ChatGPT has led the real funds for 116 out of the 121 market days (95.87%) A fund consisting of 38 stocks chosen by ChatGPT has consistently outperformed the UK’s top 10 most popular funds. This fictional fund was created as part of a conceptual experiment and, as of the 25th......
STELSI Receives Strategic Investment from NGC Ventures' $100 Million Metaverse Fund
Blockchain Investment Services News

STELSI Receives Strategic Investment from NGC Ventures’ $100 Million Metaverse Fund

GlobeNewswire
by GlobeNewswire0
STELSI, a metaverse architectural project, proudly announces its successful attraction of strategic investment from the $100 million fund initiated by NGC Ventures, a global virtual asset fund dedicated to investments in the Web3 and Metaverse sectors, on August 25th, 2023. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO......
RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
Finance News

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

PR Newswire
by PR Newswire0
A new API-driven integration streamlines advisors’ client data gathering and financial planning efforts by syncing household financial data between PreciseFP and RightCapital RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced a data integration partnership. This new bi-directional API integration......
AK Masonry Unlocks Massive Growth Opportunity with Investment from Maddix Capital
Investment Services News

AK Masonry Unlocks Massive Growth Opportunity with Investment from Maddix Capital

Business Wire
by Business Wire0
The Utah-Based Masonry & Concrete Leader Takes On First Round of Funding to Scale Services, Expand Territory & Acquire Other Players in the Space AK Masonry, a leading local masonry and concrete contractor specializing in municipal and commercial building projects, has announced its recent acquisition by Maddix Capital (“Maddix”), a Utah-based growth-stage private......
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
by Business Wire0
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
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