Tagged: financial management

Women who Retire at Same Time as Male Partner Might Lose £225K in Pension Savings: Report

Statue St. James Park London UK United Kingdom

Analysis from online pension provider, PensionBee reveals that many women could “lose out on as much as £225,000 in pension savings, should they retire at the same time as their male partner.” As men in heterosexual relationships tend to be the older partner, typically by… Read More

Financial Super App Curve Teams Up with Lewes Football Club

Three Card Curve Metal

Curve, the financial super app which helps customers with understanding and “mastering” their finances by bringing together debit, credit and loyalty cards into one, announced a partnership with Lewes Football Club. The partnership has been born out of the brands’ goals and objectives of empowerment…. Read More

Wealth Managers Risk Failing Investors on ESG Suitability Technology: Report

Wheels Fall Of Wreck Clunker Dud Failure Collapse

Technology is too often a “blindfold” when it should be a “microscope,” Oxford Risk has warned. Wealth managers or advisers risk failing investors on suitability “by not using technology appropriately to measure ESG preferences and being caught up in the ‘green rush’,” according to behavioral… Read More

Truelytics, Blackrock to Bring “Unique” Data and Analytics to Financial Advisors

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Truelytics recently teamed up with BlackRock (NYSE:BLK) to offer advisors “access to data, analytics, and insights to manage and grow their practices.” Financial advisors need access to the most “accurate, timely, and insightful tools for helping manage their practice and improve their valuation.” To that… Read More

Financial Management Platform Formations, which Maximizes Financial Wellbeing, Secures $8M

US Dollar George Washington Money

Formations, a financial management solution that “maximizes” the financial wellbeing of the self-employed, recently announced the completion of an $8 million Series A round led by Arthur Ventures. The investment round comes on the heels of YoY growth “of 500%.” It will help Formations further… Read More

Carefull, a Digital Platform Built to Help Older Adults with Finances, and Nationwide to Support “Financial Caregivers”

Old Senior Retired Beach Fishing Florida Vacation

Carefull, which claims to be the first digital platform built “to protect the daily finances of older adults,” has announced a pilot program with Nationwide and their Innovation team, “leveraging access to Carefull’s safe money monitoring technology.” In using its tech to support the 45… Read More

Open Banking Fintech Nordigen Teams Up with Ebitly, a Cashflow Planning Platform

Vault Safe Open

Ebitly and open banking platform Nordigen have joined forces to offer financial information straight onto the program from clients’ bank accounts. Ebitly is a real-time cashflow planning platform, which is focused on giving SMEs access to smart and robust financial management tools. The program’s interface… Read More

Betterment to Provide Student Loan Management Solution

Betterment 2

Betterment at Work recently confirmed the introduction of its Student Loan Management solution, and that it has entered into an agreement to acquire the partner and customer relationships of Gradvisor, a platform that offers “personalized” college savings plans. These two product offerings are meant to… Read More

Andy Rachleff, Co-founder at Wealthfront, Explains Why Investors Should Continue Investing in Volatile Markets

Roller Coaster Volatility

Andy Rachleff, co-founder and Executive Chairman at Wealthfront, which recently agreed to be acquired by UBS, says that we should keep investing even while the market is volatile. Andy writes in a blog post that when markets are volatile (as they are currently), investors sometimes… Read More

European Fintech bunq Adds Features to Make it Easier to Manage Money

Euros iPhone Payments Digital Money

European Fintech challenger bunq notes that managing your funds has become even easier when using their platform. The team at bunq writes in a blog post that consumers do not want to spend a lot of time on money admin, because there are so many… Read More

Hong Kong’s Cyberport Now Home to Almost 60 Wealthtech Firms Providing Diverse Solutions

Hong Kong Money Sparkle AI

According to a Securities and Futures Commission (SFC) report, Hong Kong’s asset and wealth management sectors registered an increase in AUM of more than 20% YoY, to HKD 34.9 trillion, as of end 2020. As one of the area’s most prominent wealth management hubs, Hong… Read More

Fintech Firm Truebill Explains How You Can “Reset Your Finances” for 2022

2022

The team at Truebill notes that the new year can be a good time to “reset your finances,” and they would like to help you out with that. The company recently shared some practical ways to help improve your finances in 2022. The firm recommends… Read More

Ben Waterman: Co-founder at UK’s Strabo App Explains How their Cross-Border Personal Finance Platform Streamlines Money Management

Global Money Cash

We recently connected with Ben Waterman, COO and Co-founder, Strabo App, a cloud-based platform that helps you link multiple accounts from around the world in one dashboard. The Strabo App reportedly tracks all the money you own and owe, while providing you with a holistic… Read More

European Fintech Challenger bunq Explains How You Can Continue Saving Money in 2022

Euros iPhone Payments Digital Money

European Fintech bunq reveals that with the new year and “new you,” they will help clients with  saving even more money in 2022, which means “having more to spend on the things that you love” or care about. The team at Fintech challenger bunq has… Read More

HMBradley Is Planning to Roll Out Key Changes this Year to its Financial Services Platform

Lane Change Ahead

From the very beginning, HMBradley claims that it was built around you (the customer) – around the idea that personal finances should be “empowering and rewarding, every step of the way.” HMBradley wrote in a blog post that clients deserve a financial platform that’s “actually… Read More

Wealthtech Addepar Releases Proprietary Index, Measuring Investor Sentiment in Private Wealth Portfolios

Ruler Measure Length Ince MM Metric

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, has shared a report that introduces their proprietary Investor Sentiment IndexSM. As explained by Addepar, the index measures or gauges investor sentiment using “detailed portfolio-level data” from the firm’s Wealthtech platform. The… Read More

London Fintech LiveFlow, Led by Former Revolut Executives, Secures $3.5M via Seed Round

Queen Victoria Kensington Gardens London England UK

Established 11 months ago by ex- Revolut professionals including CEO Lasse Kalkar and COO Anita Koimur, and CTO Evan O’Brien, LiveFlow plans to improve the way financial management is performed inside organizations. The team at LiveFlow wrote in a blog post that they are pleased… Read More

Pascal Wealthtech Acquires Living Wealth Media Inc, a Digital Relationship Marketing Platform for Wealth Advisors

Man in Top Hat Upper Class Wealthy

Pascal WealthTech recently announced that it has acquired Living Wealth Media Inc., which is a digital relationship marketing platform built and designed for wealth advisors, “in an all-stock transaction.” As mentioned in an update shared with CI, Living Wealth will continue as “a standalone product,”… Read More

Green Fintech Sugi Teams Up with Artorius to Provide Environmental Metrics to Wealth Manager

Trees Forest Green Woods Canada

Green Fintech firm Sugi has reportedly teamed up with Artorius in order to provide the wealth manager’s customers with access to environmental metrics that may help them with building “greener” investment portfolios. Sugi says that its mission is to transform green investing. The company wants… Read More

Fintech Savings App Chip Makes Changes to Membership Plans, Gets Ready to Introduce Simple Fee Structure

Chip Save Streaks 1

Chip, the savings app that aims to bring consumers the best rates while automatically building up their savings, has made changes to its membership plans as it focuses on making more of the app free and gets ready to launch a simplified fee structure. Chip,… Read More

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