Tag : financial planning

Fidelity's eMoney Rolls Out Financial Planning and Wellness App
Business Fintech News

Fidelity’s eMoney Rolls Out Financial Planning and Wellness App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan advisors.......
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Business Fintech Investment Services News

5 B2B Finance Trends to Watch in 2021

Fintech News Desk
by Fintech News Desk0
MineralTree, an Accounts Payable (AP) and payments automation solution provider, expects to see some big shifts in back-office financial processes in 2021, propelled in a large part by the global pandemic and remote work requirements. Read More: BitGo Announces $16 Billion in Assets Under Custody Annual B2B payment volumes in the US are......
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Fintech Mobile Banking News

eMoney Announces General Availability of Incentive, a Financial Planning and Wellness Mobile App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement......
RightCapital and Allianz Life Announce Partnership
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RightCapital Announces Integration Within LPL Financial’s ClientWorks Technology Platform

Fintech News Desk
by Fintech News Desk0
RightCapital, Inc. (RightCapital), the fastest-growing company in the financial planning software space, today announced integration with LPL Financial advisor technology platform, ClientWorks. The integration will provide advisors additional choice and a more streamlined experience to deliver financial planning services to their clients. Read More: Ondot’s Card Management Platform Now Offers Digital......
Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution
Business Fintech Guest Posts Investment Services

Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution

Chris Sonzogni
by Chris Sonzogni0
Financial advice tends to be a localized business. Where other financial services have digitized and fractured, relying on mobile apps and decentralization to boost margins and cut overhead, many advisory firms haven’t followed suit. The introduction of the coronavirus has largely changed that. And the changes the virus has ushered......
DBS Rolls Out Branch Transformation to Boost Convenience and Accessibility for Customers
Fintech Mobile Banking News

DBS Rolls Out Branch Transformation to Boost Convenience and Accessibility for Customers

Fintech News Desk
by Fintech News Desk0
New branch concepts provide quicker, socially-distanced, and more personalised banking services amid Covid-19 DBS announced it is scaling up the transformation of its branches across Singapore as customers seek quicker, socially-distanced, and more personalised branch banking services, and shift their banking to digital platforms amid Covid-19. Read More: PayBito Experiences......
Banking Business Fintech Investment Services News

Jeffrey Levine Joins Holistiplan

Fintech News Desk
by Fintech News Desk0
Holistiplan, an award-winning tax planning software for advisors built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities, today announced that Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS® will join Holistiplan as Tax Planning Strategist. “We are very excited that Jeff is joining......
eMoney Advisor Announces Launch of Incentive, A Financial Planning and Wellness Mobile App
Fintech Mobile Banking News

eMoney Advisor Announces Launch of Incentive, A Financial Planning and Wellness Mobile App

Fintech News Desk
by Fintech News Desk0
The application, formerly known as Project Avocado, offers self-led planning and budgeting and is accessible through retirement plan advisors Currently in beta with six firms, Incentive is scheduled for general availability in January 2021 eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money,......
Planful Announces Fall20 Product Release, Unveiling New Capabilities for Workforce Planning, Dynamic Planning, and Reporting
Fintech News

Planful Welcomes Kimberly Simms as Chief Customer Officer

Fintech News Desk
by Fintech News Desk0
With Extensive Industry Experience and Customer Success Program Expertise, Simms Will Be a Significant Asset to Planful and the Companies It Serves Planful, the pioneer of Continuous Planning with its cloud platform for financial planning and analysis (FP&A), announced that Kimberly Simms has joined the Planful executive team as Chief Customer......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
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