Search Results for: retirement plan

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Envestnet Rolls Out Data-Driven ‘Recommendations Engine’ for Enterprises

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc. (NYSE: ENV) has announced the launch of the new version of its Recommendations Engine for enterprise organizations. Read More:  DeFi Platform OIN Finance Integrates With Frontier and Introduces FRONT to OINDAO The Recommendations Engine smartly sifts through the wealth and industry data across Envestnet’s unified platform, which includes......
InComm Healthcare Study Profiles Medicare Subscribers, Highlights Interest in Supplemental Benefits
Banking Business Fintech News

InComm Healthcare Study Profiles Medicare Subscribers, Highlights Interest in Supplemental Benefits

Fintech News Desk
by Fintech News Desk0
Medicare subscribers surveyed are focused on daily habits and healthcare routines; more than 80% use social media and shop online regularly InComm Payments, a leading global payments technology company, today released the results of its 2020 Medicare Study, providing a profile of the Medicare subscriber and revealing preferences and behaviors regarding......
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Business Fintech Investment Services News

5 B2B Finance Trends to Watch in 2021

Fintech News Desk
by Fintech News Desk0
MineralTree, an Accounts Payable (AP) and payments automation solution provider, expects to see some big shifts in back-office financial processes in 2021, propelled in a large part by the global pandemic and remote work requirements. Read More: BitGo Announces $16 Billion in Assets Under Custody Annual B2B payment volumes in the US are......
SIMON-Invests-in-Key-Strategic-Growth_-Welcomes-Scott-Stolz-as-Head-of-Insurance-Solutions
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SIMON Invests in Key Strategic Growth, Welcomes Scott Stolz as Head of Insurance Solutions

Fintech News Desk
by Fintech News Desk0
SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Scott Stolz, CFP®, RICP® as Head of Insurance Solutions. In this newly created position, Stolz is responsible for expanding the reach of SIMON’s annuities platform across new channels and will play an integral role in the development and release......
Financial Advice App Multiply Adds Investment Range
Business Fintech News

Financial Advice App Multiply Adds Investment Range

Fintech News Desk
by Fintech News Desk0
Multiply, the financial planning app, has expanded its regulated financial advice capability with a new investment offering – allowing its customers to receive investment recommendations and act on them, all within the app. Read More: GCash Attracts Fresh Investment From Bow Wave In July 2019, Multiply became the first consumer-facing......
Laurentian Bank of Canada Announces CFO Succession Process
Banking Fintech News

Laurentian Bank of Canada Announces CFO Succession Process

Fintech News Desk
by Fintech News Desk0
Yvan Deschamps to assume Chief Financial Officer role as François Laurin announces planned retirement from Laurentian Bank Laurentian Bank is pleased to announce that Yvan Deschamps has been appointed to the position of Executive Vice President and Chief Financial Officer of the organization, effective April 6, 2021. Mr. Deschamps succeeds......
European Pensions Names ABAKA the “Pensions Technology Provider of the Year”
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European Pensions Names ABAKA the “Pensions Technology Provider of the Year”

Fintech News Desk
by Fintech News Desk0
Company’s technology recognised for its revolutionary approach to help people plan for their financial futures ABAKA, the global leader in digital saving and retirement enterprise SaaS solutions, announced it has won the “Pensions Technology Provider of the Year” award from European Pensions. The UK-based AI-powered wealth and retirement company received this......
Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts
Cryptocurrency Fintech News

Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts

Fintech News Desk
by Fintech News Desk0
Partnership enables Financial Advisors to manage digital assets for clients with the tax-advantages of an Individual Retirement Account, and the benefits of owning the underlying assets. Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies and digital assets, under the management of......
Xendoo, Worthy Financial Peer-Selected For Funding During Village Capital's Finance Forward US 2019 Accelerator Program
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Startups Peer-Selected For Investment During Village Capital’s Finance Forward US 2020 Accelerator Program

Fintech News Desk
by Fintech News Desk0
Village Capital, with support from MetLife Foundation and PayPal, today announced that two startups, Manifest and Home Lending Pal, were selected to receive grant funding as a part of Finance Forward US 2020. Finance Forward US 2020 is an investment-readiness program that is part of Finance Forward, a multi-year global coalition to support entrepreneurs on......
Quicken-adds-shopping-refund-tracker-to-its-personal-finance-app-Simplifi
Fintech Mobile Banking News

Quicken Adds Shopping Refund Tracker To Its Personal Finance App Simplifi

Fintech News Desk
by Fintech News Desk0
Quicken, maker of America’s best-selling personal finance software, released a new feature for Simplifi by Quicken, its award-winning personal finance app, to help users track their returns to make sure they receive their refunds. The company designed the shopping refund tracker to ensure users don’t leave money on the table......
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