Search Results for: retirement plans

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......
Taxfyle launches full suite of AI-powered tools to reduce the cost of basic 1040 preparation by 40% while improving margins
Artificial Intelligence Fintech News

Taxfyle launches full suite of AI-powered tools to reduce the cost of basic 1040 preparation by 40% while improving margins

PR Newswire
by PR Newswire0
The rapidly scaling startup is leveraging artificial intelligence to address acute staffing shortages in the accounting industry Taxfyle, the tech-enabled accounting service and workforce pioneer, today announced a suite of tools integrating the power of generative artificial intelligence (AI) into its platform. Leveraging proprietary AI automation tools has enabled Taxfyle......
Conquest-Rolls-Out-Enhancements-to-SAM,-An-AI-Powered-Solution-Designed-to-Improve-Plan-Quality,-Reveal-Deeper-Planning-Insights
Artificial Intelligence Finance Fintech News

Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights

Business Wire
by Business Wire0
New product update provides proactive recommendations to improve plans, enables users to issue commands and questions via voice and text Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced SAM INSIGHTS and Ask SAM, the latest iterations of its artificial intelligence (AI)......
401GO Raises $12M Series A to Fuel Next Phase of Growth
Fintech Investments News

401GO Raises $12M Series A to Fuel Next Phase of Growth

Business Wire
by Business Wire0
Led by Next Frontier Capital, the new capital allows the company to add new products, increase headcount, and further its mission to usher in the modern era for retirement planning and investing 401GO, the next-generation retirement plan provider for employers, advisors and individuals, today announced the successful completion of its......
Clearwater Analytics to Partner with Wilshire and Acquire Sophisticated Risk and Performance Models
Investment Services News

Clearwater Analytics to Partner with Wilshire and Acquire Sophisticated Risk and Performance Models

PR Newswire
by PR Newswire0
Specifically, Clearwater will acquire Wilshire AxiomSM, Wilshire AtlasSM, Wilshire Abacus, and Wilshire iQComposite, and will merge them with its own risk and performance analytics platform to create a compelling product for its customers. Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that it has......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
IPQ 6.0 Reveals South Zone Leads in Financial Security With 8 in 10 Urban Residents Insured
InsurTech News

IPQ 6.0 Reveals South Zone Leads in Financial Security With 8 in 10 Urban Residents Insured

PR Newswire
by PR Newswire0
As per the survey, South India continues to be India’s most financially protected zone with a Protection Quotient of 49, with progress made across all three aspects Knowledge Index at 65 points (increase of 8 points), Life Insurance ownership levels at 80% (increase of 2%), Security levels at 77% (equal......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
by PR Newswire0
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers
Fintech Investments News

Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers

Business Wire
by Business Wire0
Portfolio Managers, Strategists and Executives from Natixis Investment Managers, AEW Capital Management, Flexstone Partners, Gateway Investment Advisers, Harris Associates, Loomis Sayles, Mirova, and Vaughan Nelson Investment Management Provide 2024 Market Outlooks n 2023, a bull market in stocks surprised while bonds saw an uptick in performance during the fourth quarter.......
VESTWELL RAISES $125M SERIES D
Fintech Investments News

VESTWELL RAISES $125M SERIES D

Fintech News Desk
by Fintech News Desk0
Vestwell, the leading employer and individual savings platform, has raised its Series D round, totaling $125 million. The large preempted equity financing is a testament to the conviction these investors have in Vestwell’s trajectory and its future; the funding round also firmly establishes Vestwell as one of the biggest US......
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