Global Fintech Interview with Corey Gross, Co-founder and CEO at Sensibill
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Tag : Financial Wellness
Voya Launches Advisor Managed Accounts Program
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
SAFE Credit Union Announces New Community Relations Department
To better serve its community with financial wellness, SAFE transformed a former sales team into one committed to building relationships through education and service The past year proved how credit unions walk the talk when it comes to putting members first with services that help them through life’s opportunities and......
Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange
Insurance Exchange Combines Technology, Data & Service to Deliver ‘Annuities Made Easy’ to Envestnet-Empowered Advisors Envestnet, Inc. announced that its Variable Annuity Program is being expanded to become the Envestnet Insurance Exchange, powered by Fiduciary Exchange, LLC (FIDx). This innovation provides access to all types of annuities, enabling advisors to......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
– 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......
PayDashboard Launches Moneysmart
PayDashboard, the UK’s number one payday experience company, has announced the launch of Moneysmart, a financial wellness marketplace that intelligently matches users to products and services designed to make their money work harder. Read More: GlobalFintechSeries Interview with Vincent Bezemer, SVP Americas at Backbase Why financial wellness, why now? The......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
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......
Financial Advice is (Finally) Affordable – Status Money Launches Virtual Coaching Starting at $3 per Month
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......
Envestnet Rolls Out Data-Driven ‘Recommendations Engine’ for Enterprises
Envestnet, Inc. (NYSE: ENV) has announced the launch of the new version of its Recommendations Engine for enterprise organizations. Read More: DeFi Platform OIN Finance Integrates With Frontier and Introduces FRONT to OINDAO The Recommendations Engine smartly sifts through the wealth and industry data across Envestnet’s unified platform, which includes......
Moven Announces Issuance Of Second Patent For Its Financial Wellness Technology
The second patent further solidifies Moven’s leadership position as the premier provider of innovative banking solutions. Movencorp, Inc., a leading technology provider of intelligent banking solutions designed to improve consumer financial wellness is pleased to announce that the United States Patent Office intends to grant a second U.S. patent to......