Articles with tag: financial advisor

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Bank of America enters digital financial planning market

News | Online & Mobile Banking | 06 Oct 2020

Bank of America has announced plans to roll out a digital financial planning tool, wading into a space that has so far been dominated by fintech companies.

Bank of America, BoA, digital financial planning, fintech, Life Plan, app, savings, financial advisor, wealth management, digital budgeting, Intuit Inc, Mint, artificial intelligence, bankers, bank

AdvicePay integrates with Envestnet | MoneyGuide

News | Online Payments | 13 Jul 2020

Fee-payment-processing platform designed exclusively for financial advisors AdvicePay has announced a technology integration with financial planning software provider, Envestnet | MoneyGuide. 

AdvicePay, Envestnet | MoneyGuide, integration, payments, financial advisors, billing, scalable solutions, subscription

Transferwise and Starling Bank investor seeks GBP 50 mln fundraise

News | Payments General | 03 Apr 2019

UK-based Merian Chrysalis investment trust has announced it is seeking to raise up to GBP 50 mln via a placing of new ordinary shares in the closed ended fund.

Transferwise, Starling Bank, Merian Chrysalis, investment fund, closed ended fund, investment management, UK, Europe, financial advisory services