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From Around The Web

Standard Chartered partners FinTech BetterTradeOff to offer new online financial planning solution

15 April 2021

Online tool simulates different financial scenarios and provides options to build a highly comprehensive personal plan in minutes.

Hosted By: Hubbis

Standard Chartered partners with Moneythor for personal finance tool 

13 October 2020

Standard Chartered Bank in Singapore has partnered with FinTech Moneythor.   In Br...

From Around The Web

Salary-on-demand startup AnyDay goes live

10 August 2020

AnyDay, the world’s first vertically integrated provider of end-to-end on-demand wage pay and other...

Hosted By: Finextra

From Around The Web

Fintech startup Jirav raises $8.3M for financial planning and analysis software

23 July 2020

San Francisco-based startup Jirav raised $8.3 million for its cloud-based financial planning softwar...

Hosted By: GeekWire

From Around The Web

ZipTel to acquire US money management app Douugh

24 March 2020

Australian telecommunications firm ZipTel has entered a binding agreement to acquire US-based smart...

Hosted By: Finextra

New financial health FinTech has BBVA, Anthemis backing

20 February 2020

A new FinTech, Wollit, which focuses on financial health has been backed by Anthemis and BBVA. In...

Posted By The Community

Digital advice, adapt or die: new whitepaper

14 January 2020

On Wednesday 27th November, we welcomed expert speakers from the world of financial advice and beyon...

Written By: Wealth Wizards

Posted By The Community

Wealth Wizards confirms new growth funding round

20 December 2019

Wealth Wizards, a market-leading financial advice technology provider, confirms that is in ongoing d...

Written By: Wealth Wizards

Posted By The Community

Advice gap? We have an advice capacity gap – and we can solve it with 'piloted advice'

03 December 2019

If you had to pick a problem that has lingered longest in retail financial services, the “advice gap...

Written By: Wealth Wizards

Posted By The Community

Three sure ways to secure recommendations and referrals

18 September 2019

Waaaay back in the 1990s, when the cheeky McDonald’s meal advisers grabbed in between client appoint...

Written By: Wealth Wizards

Posted By The Community

Is 43 working days a year the cost of slow digital adoption for the advice industry?

17 June 2019

PRESS RELEASE: Financial advisers are losing an average of 43 working days a year, performing tasks...

Written By: Wealth Wizards