Financial Planning - Financial Technology Insights

November 18, 2024
FinTech Media Room
Fintech News, Insurance, Investments

Luma Financial Expands into Life Insurance with Integrated Tech Platform

Luma Financial Technologies, a global leader in structured products and insurance solutions, is excited to announce its expansion into the life insurance sector. As the first platform to offer...

November 18, 2024
FinTech Media Room
Analytics, Fintech News

Lumio Insight and Plansmith Partner to Revolutionize Financial Planning

Plansmith Corporation, a long-time leading provider of financial institution planning software, announced a strategic partnership with Lumio Insight, a data analytics, dashboarding, and reporting solution for financial institutions. This...

October 28, 2024
Fintech Staff Writer
Commerce, Finance, Fintech Primers, Most Recent

What Is Financial Planning?

What Is Financial Planning? Financial planning is a model that involves the anticipation of future events and the preparation for financial management and prospective expenses. The method entails the...

Conquest and PlannrCRM Optimize Advisers' Workflows

October 15, 2024
FinTech Media Room
Capital Markets, Digital Wallet, Finance, Fintech News

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims...

October 14, 2024
FinTech Media Room
Finance, Fintech News

Martus Solutions Enhances Financial Planning for Dynamics Users

Revolutionizing Budgeting, Reporting, and Forecasting with a Unified Financial Ecosystem Martus Solutions, a leader in budgeting and reporting software, is expanding into the Microsoft ecosystem by offering a fully...