Search Results for: tax planning

Fintech News

Pandemic’s Impact on the Market and Economy Has Rattled Retirement Confidence

Fintech News Desk
by Fintech News Desk0
Joint poll by Kiplinger and Alliance for Lifetime Income reveals decreased confidence, especially among women, pre-retirees, and those with lower household net worth Americans are less optimistic about their ability to enjoy a comfortable retirement due to the coronavirus pandemic, according to a new nationwide retirement survey released today by Kiplinger’s......
Wealthfront Speeds Up Money Movement from the Wealthfront Cash Account
Fintech News

Wealthfront Launches First Self-Driving Money™ Service

Fintech News Desk
by Fintech News Desk0
Autopilot automates your savings plan so you can remove the stress of manually monitoring accounts and moving money Today, Wealthfront launched an exciting new service called Autopilot that automates a client’s savings plan so they no longer need to manually monitor accounts and move money around. This is a huge......
Rootstock Software Partners with KVP Business Solutions to Deliver Rootstock Cloud ERP to International Markets
Business Fintech News

Rootstock Software Partners with KVP Business Solutions to Deliver Rootstock Cloud ERP to International Markets

Fintech News Desk
by Fintech News Desk0
Rootstock Software, a leading provider of cloud Enterprise Resource Planning (ERP) solutions built on the Salesforce Platform and designed for manufacturing, distribution and supply chain organizations, today announced a channel partnership with KVP Business Solutions, a technology solutions company. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “KVP works with......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
by Fintech News Desk0
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
Banking Fintech Mobile Banking News

N26 Survey Finds Americans Saved Over $2,000 due to Cancelled Plans in 2020

Fintech News Desk
by Fintech News Desk0
New N26 survey indicates that the COVID-19 crisis has made Americans approach money, travel and family differently in a post-pandemic world N26, the mobile banking platform that is changing the way U.S. consumers bank, today released new survey results that reveal the global impact of COVID-19 and how the pandemic......
ACI Worldwide Advances Digital Bill Payments for Students at LeMoyne-Owen College Amid Pandemic
Business Fintech News

ACI Worldwide and EBANX Drive Local Credit Card Usage and Alternative Payment Methods for Global eCommerce Businesses in Latin America

Fintech News Desk
by Fintech News Desk0
Alliance enables Latin American consumers to shop from international merchants with the payment method of their choice(ACI Worldwide ) ACI Worldwide, a leading global provider of real-time digital payment software and solutions, announced a partnership with EBANX, a provider of payment and financial solutions for global organizations expanding in Latin......
New Research Finds 2021 Financial Plans to be Driven by Consumer Spending, Remote Workforce Enablement and the Presidential Election
Fintech News

Research by OneStream Software Finds 2021 Financial Plans to be Driven by Consumer Spending, Remote Workforce Enablement and the Presidential Election

Fintech News Desk
by Fintech News Desk0
Businesses will rely on upskilling and technology adoption to guide investments and business growth(OneStream Software) OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, announced the results of its “Enterprise Financial Decision-Making 2020 – North America” survey. The study, conducted by Hanover Research,......
WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
by Fintech News Desk0
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
OakNorth Bank to Appoint Industry Heavyweight, Rajesh Gupta, as CFO, Who Is to Join From Kensington Mortgages
Banking Fintech News

OakNorth Bank to Appoint Industry Heavyweight, Rajesh Gupta, as CFO, Who Is to Join From Kensington Mortgages

Fintech News Desk
by Fintech News Desk0
OakNorth Bank – the UK bank powered by OakNorth – announces the appointment of Rajesh Gupta as CFO, who will be joining the bank pending regulatory approval. Rajesh joins from Kensington Mortgages, a leading specialist non-bank mortgage lender in the UK where he spent five and a half years as......
Stratify Raises $4.9 Million to Deliver Intelligent and Automated Budgeting Tools to Strategic Finance
Fintech Fintech Funding News

Stratify Raises $4.9 Million to Deliver Intelligent and Automated Budgeting Tools to Strategic Finance

Fintech News Desk
by Fintech News Desk0
Stratify, a venture-backed start-up focused on bringing a collaborative and connected approach to strategic finance, today announced it has closed a $4.9 million Series Seed investment to transform financial planning and analysis by tackling one of the most important elements of managing any company–the budgeting process. The investment round was......
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