Tag : financial planning

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes
Finance News

Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes

Fintech News Desk
by Fintech News Desk0
Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a new RIA accelerator led by Paul Hatch that provides flexible capital to growth-oriented firms. A 30-year veteran of the financial advisory industry, Mr. Hatch is the former Vice Chairman......
Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities
Finance News

Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities

Fintech News Desk
by Fintech News Desk0
Sterling Mutuals Inc., one of Canada’s largest independent financial services dealers, and Snap Projections Inc., a leader in financial planning software, announce a relationship that enhances the ability of Sterling’s advisors to support their clients with advanced financial planning services. “We are very pleased to partner with Sterling to deliver......
Current Launches Platform API; Collaborates with Plaid to Deliver Secure, Open Finance Solutions
Banking Finance News

Current Launches Platform API; Collaborates with Plaid to Deliver Secure, Open Finance Solutions

Fintech News Desk
by Fintech News Desk0
Integration gives Current’s nearly four million members access to more than 6,000 apps powered by Plaid Current, a leading U.S. financial technology platform serving Americans working to create a better future for themselves, announced the launch of its platform API, built to facilitate seamless integrations and embedded banking experiences. Plaid,......
Integrity Partnership Expands Russek Financial Services' Medicare and Retirement Planning Offerings
InsurTech News

Integrity Partnership Expands Russek Financial Services’ Medicare and Retirement Planning Offerings

Fintech News Desk
by Fintech News Desk0
Experienced Northeastern agency with proven track record will use Integrity’s best-in-class resources and support to scale its growth and protect the health and wealth of more Americans Integrity Marketing Group, LLC, a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, announced it......
Quantix Names New Chief Financial Officer
Investment Services News

Quantix Names New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Quantix, North America’s leading supply chain services company to the chemical industry, announced  it has named Chris Black its new Chief Financial Officer, effective May 2. Black most recently served as CFO of Transflo, a leading provider of mobile, telematics and business process automation to the transportation industry. He has been CFO of five......
AppTech Payments Appoints Julia Yu as Senior Vice President of Corporate Finance and Accounting
Commerce Fintech News

AppTech Payments Appoints Julia Yu as Senior Vice President of Corporate Finance and Accounting

Fintech News Desk
by Fintech News Desk0
AppTech Payments Corp. a Fintech company powering commerce experiences, announced the appointment of Julia Yu as Senior Vice President of Corporate Finance and Accounting. As the Company begins to expand payments globally, Julia will oversee AppTech’s accounting, finance, and reporting functions. In this new position, Julia will play an integral......
Industry Veterans Derek Bruton and John Wernz Join ActiFi's Board of Directors
Finance News

Industry Veterans Derek Bruton and John Wernz Join ActiFi’s Board of Directors

Fintech News Desk
by Fintech News Desk0
In the pursuit of continuing to partner with leading financial institutions to engage, empower, and elevate their financial advisors, ActiFi welcomes Derek Bruton and John Wernz to its board of directors. They will help guide the future development of the firm’s marketing and sales efforts. “There is so much untapped organic......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
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