Tag : financial planning

AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees
Digital Payments Finance Fintech News

AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees

Fintech News Desk
by Fintech News Desk0
AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and compliantly deposit checks, saving time, reducing overnight mailing costs, and speeding up fund availability AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced a new mobile check deposit capability for its enterprise clients.......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
by Fintech News Desk0
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
LendingUSA Appoints Adam Contino as Its New Chief Financial Officer
Finance Fintech News

LendingUSA Appoints Adam Contino as Its New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Adam Contino joins LendingUSA as its Chief Financial Officer as the company reaches a critical point in its growth LendingUSA, a leading point-of-sale fintech company, announced the hire of Adam Contino as its new Chief Financial Officer. Adam joins LendingUSA at a critical time in the company’s expansion, including the recent news......
Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation
Investment Services News

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

Fintech News Desk
by Fintech News Desk0
Wealth Manager helps business owners integrate exit planning into their business, personal and financial goals HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional......
Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
Business Fintech News

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

Fintech News Desk
by Fintech News Desk0
Schwab Advisor Services kicked off its first virtual Technology Forum this week for technology providers who work with Schwab and TD Ameritrade Institutional. Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab......
AnalytixInsight’s MarketWall Launches GEMINA, a Trading Platform for Banks and Brokers
Business Capital Markets Fintech News

Envestnet | MoneyGuide Launches MoneyGuideEngine – API-Based Financial Planning

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide announced the launch of MoneyGuideEngine, a repertoire of financial algorithms that offer the same capabilities that power the industry’s No. 1 financial planning solution. MoneyGuideEngine is now available and accessible to any personal finance-based digital offerings. Read More:  XP Inc. Acquires Riza M&A “Essentially, we are now......
The Beans Financial Planning Program for America's Care Workers Expands in Michigan
B2B Banking Business Economy Fintech News

The Beans Financial Planning Program for America’s Care Workers Expands in Michigan

Fintech News Desk
by Fintech News Desk0
Announces Partnerships with Muskegon Area Intermediate School District, Michigan Community Health Worker Alliance, and Boys & Girls Club of the Muskegon Lakeshore The Beans, a financial care company offering fintech tools, experiences, and community for America’s Care Workers, announced new partnerships with the Muskegon Area Intermediate School District, Michigan Community......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Business Fintech News

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Fintech News Desk
by Fintech News Desk0
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals–Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients Envestnet, Inc., has renewed its agreement with Cetera®, providing Cetera’s network of over 8,000 independent financial professionals with the full range of technology, data, and......
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