Tag : financial planning

Quinn Harnesses the Power of AI to Scale Wealth Advisory Beyond Traditional Limits, Emerges from Stealth with $11M Seed Round
Artificial Intelligence Finance Fintech News

Quinn Harnesses the Power of AI to Scale Wealth Advisory Beyond Traditional Limits, Emerges from Stealth with $11M Seed Round

Business Wire
by Business Wire0
Revolutionary platform redefines financial advisory with scalable embedded advice for the masses Quinn, an AI-driven financial planning and advice platform, today announced it has emerged from stealth and raised $11 million in Seed funding led by Viola Fintech with participation of existing investors, to transform how financial institutions deliver personalized......
Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning
Artificial Intelligence Fintech News

Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning

Business Wire
by Business Wire0
New partnership simplifies advisor workflows, enhances client engagement and keeps financial plans continuously up to date on RightCapital’s platform Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership......
Introducing Lineos, AI Powered by insightsoftware: Transforming Finance Workflows With Actionable Insights
Artificial Intelligence Fintech News

Introducing Lineos, AI Powered by insightsoftware: Transforming Finance Workflows With Actionable Insights

GlobeNewswire
by GlobeNewswire0
Lineos reduces manual tasks and empowers finance teams to boost productivity and uncover hidden potential within their data  insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, announced the launch of Lineos, a suite of AI-driven capabilities designed to enhance insightsoftware’s financial planning and analysis (FP&A),......
Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades
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Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades

Business Wire
by Business Wire0
Latest updates, revealed at Orion’s Ascent conference, include AI-powered meeting agendas, Redtail CRM, Advisor Trading and More Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, announced today at Orion Ascent 2025 a series of key updates across its connected technology ecosystem......
Prophix Sets a New Benchmark for Financial Performance Management with Prophix One FP&A Plus
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Prophix Sets a New Benchmark for Financial Performance Management with Prophix One FP&A Plus

PR Newswire
by PR Newswire0
Effortless financial planning & analysis for the midmarket, Prophix One FP&A Plus unlocks business growth opportunities by solving complex challenges with speed and precision Prophix, a leading innovator in financial performance management, announced immediate availability of Prophix One™ FP&A Plus, the newest financial planning and analysis application for Prophix One,......
Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities
Fintech InsurTech News

Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is excited to announce its expansion into the life insurance sector. As the first platform to offer an end-to-end solution that integrates life insurance and annuities, Luma enables advisors to manage both products seamlessly through a single,......
Jirav Announces Michael Morrison as CEO and Launches New Artificial Intelligence Forecasting Product
Artificial Intelligence Fintech News

Jirav Announces Michael Morrison as CEO and Launches New Artificial Intelligence Forecasting Product

Business Wire
by Business Wire0
Jirav, a leading provider of financial planning and forecasting solutions for accounting, CFO Advisory Firms, and SMBs, is thrilled to announce the appointment of Michael Morrison as its new Chief Executive Officer. With a distinguished career spanning over 25 years in Corporate Performance Management (CPM) and supporting the Office of the CFO,......
NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform
Finance Fintech News

NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform

PR Newswire
by PR Newswire0
Company’s expanded focus will increase access to financial planning tools and resources at unprecedented scale, empowering millions of Americans to build financial confidence on their own or with their trusted advisors Boldin (formerly NewRetirement), a comprehensive, digital-first financial planning platform for consumers and enterprise partners, announced its new company name,......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
LiveFlow Launches Integration with Xero for Accounting Firms and Businesses
Fintech News

LiveFlow Launches Integration with Xero for Accounting Firms and Businesses

Business Wire
by Business Wire0
LiveFlow, a leading financial automation platform, announced the launch of its highly anticipated integration with Xero. Building on the success of its QuickBooks Online integration, LiveFlow has responded to overwhelming demand by introducing this new integration, enabling businesses and accounting firms to streamline financial planning and analysis (FP&A), consolidate financial......
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