Tag : financial professionals

Financial-Advice-is-(Finally)-Affordable-–-Status-Money-Launches-Virtual-Coaching-Starting-at-_3-per-Month
Business Fintech News

Financial Advice is (Finally) Affordable – Status Money Launches Virtual Coaching Starting at $3 per Month

Fintech News Desk
by Fintech News Desk0
Status Money announced today the launch of its financial coaching service that connects individual members with certified financial professionals via video conference. Access to professional financial guidance and advice has never been more important, with 40% of US investors surveyed by Cerulli Associates in October saying they need more advice......
ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform
Business Fintech Investment Services News

ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform

Fintech News Desk
by Fintech News Desk0
ETF Action is pleased to announce the rollout of several significant upgrades to its platform, including the introduction of a new Dashboard interface, custom report generation, ETF All-Stars® integration, an expanded website, and more. These functionality upgrades are the first of several planned releases for 2021. They’re designed to expand......
DFIN-Launches-Innovative-Purpose-Built-ActiveDisclosure
Business Capital Markets Fintech News Risk Management

DFIN Launches Innovative Purpose-Built ActiveDisclosure; New Software Transforms SEC Regulatory Reporting

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions (NYSE: DFIN), a leading risk and compliance company, today announced its new version of ActiveDisclosure. Built from the ground up, this cloud- and browser-based financial reporting software transforms regulatory reporting with seamless integration, simple and fast onboarding, and an array of intelligent core filing tools. Read More:......
LeaseQuery Collaborates with Microsoft to Lay a Foundation for Seamless Lease Accounting Transitions
Business Fintech News

LeaseQuery Collaborates with Microsoft to Lay a Foundation for Seamless Lease Accounting Transitions

Fintech News Desk
by Fintech News Desk0
LeaseQuery’s lease accounting software integrates with Microsoft Dynamics 365, adding another layer to customers’ digital transformation initiatives LeaseQuery, a leading provider of purpose-built lease accounting software, announced it is integrating its solution with Microsoft Dynamics 365 Finance and Business Central, an industry leader in enterprise resource planning (ERP) and customer......
SIMON-Invests-in-Key-Strategic-Growth_-Welcomes-Scott-Stolz-as-Head-of-Insurance-Solutions
Business Fintech InsurTech Investment Services News

SIMON Invests in Key Strategic Growth, Welcomes Scott Stolz as Head of Insurance Solutions

Fintech News Desk
by Fintech News Desk0
SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Scott Stolz, CFP®, RICP® as Head of Insurance Solutions. In this newly created position, Stolz is responsible for expanding the reach of SIMON’s annuities platform across new channels and will play an integral role in the development and release......
LeaseQuery-Ranked-Number-26-Fastest-Growing-Company-in-North-America-on-Deloitte’s-2020-Technology-Fast-500™
Banking Business Fintech Investment Services News

LeaseQuery Ranked Number 26 Fastest-Growing Company In North America On Deloitte’s 2020 Technology Fast 500™

Fintech News Desk
by Fintech News Desk0
LeaseQuery, a leading provider of purpose-built lease accounting software, today announced it ranked 26th on Deloitte’s Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences and energy tech companies in North America. LeaseQuery grew 8551% during this period. Read More:  insightsoftware Announces Intent to Acquire IDL Group......
SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs
Capital Markets Fintech Fintech Funding News Risk Management

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC (“SIMON”) announced it has expanded its digital platform to deliver financial professionals access to exchange traded funds (“ETFs”), launching its ETF Marketplace with the Buffer ETFs from Innovator Capital Management (“Innovator”). Innovator’s Buffer ETFs are part of their Defined Outcome ETFs family and are the first ETFs......
North American to Join the Ensight™ Marketplace Platform
Fintech InsurTech News

North American to Join the Ensight™ Marketplace Platform

Fintech News Desk
by Fintech News Desk0
Ensight, the leading life and annuity digital sales acceleration platform for insurance carriers, distributors and financial professionals, announced a new partnership with North American Company for Life and Health Insurance® (“North American”) in a move that brings the addition of North American Indexed Universal Life (IUL), Guaranteed Universal Life (GUL)......
JPMorgan Chase Collaborates With Reonomy To Deliver Data And Insights To Power The Commercial Real Estate Industry
Fintech News

J.P. Morgan Asset Management Launches New Core Menu Evaluator

Fintech News Desk
by Fintech News Desk0
One of the first tools dedicated to analysis and selection of core menu investments for defined contribution plans  J.P. Morgan Asset Management announced the launch of the Core Menu EvaluatorSM, enabling financial professionals to analyze, compare and select defined contribution core menu investments quickly, thoroughly and objectively. The importance of......
1