Tag : financial planning

RightCapital and Allianz Life Announce Partnership
Business Fintech News

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......
Paysafe: Online retailers to accelerate growth plans to combat the COVID-19 crisis
Fintech News

Paysafe Group Appoints Ismail (“Izzy”) Dawood as Group Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Paysafe Group (Paysafe), a leading specialized payments platform, has appointed Ismail (“Izzy”) Dawood as its new Group Chief Financial Officer. Based in the US, Dawood will report into Paysafe CEO, Philip McHugh, when he joins the company on September 28. Read More: SafeButler and Liberty Mutual Partner to Offer Instant......
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Business Fintech News

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment. Read More: Voyager Digital Continues Servicing......
CIBC Innovation Banking Provides Eventus Systems with US$5 Million Growth Financing Facility
Fintech News

Vena Solutions Inc. Accelerates Growth with US$25 Million Financing from CIBC Innovation Banking

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a growth capital financing for Toronto-based Vena Solutions Inc. (“Vena”), a provider of cloud-based financial planning and analysis software. The funding enables Vena to accelerate growth by further expanding product content and market reach. Read More: ETA Announces Expansion to Canada to Support Growth......
1