Tag: financial planning

Platforms have evolved significantly over the years. Earlier, their main function was limited to the administration of assets. This encompassed the realm of custody, execution, and reporting. However, the definition of a 'progressive' platform today has transformed. Let’s delve deeper into the distinctive features of such platforms:

Timeline, an end-to-end financial planning platform, has proudly announced its recent accomplishments in the finance industry.

As the season for sustainability reporting draws near, organisations are presented with a golden chance to underline their dedication to ESG (Environmental, Social, and...

Finicast, a modern SaaS enterprise collaborative planning platform that allows teams to model, plan, forecast, and track performance, has announced a significant funding milestone.

Arsenal football player Jorginho, known for his midfield prowess on the pitch, has turned his hand to financial investments, becoming a founding investor in Gather, a budding FinTech start-up.

Spanish FinTech firm Embat, a disruptor in the financial planning and treasury management space for businesses, is taking a significant leap forward.

Mosaic, a strategic finance platform for real-time data analysis and collaborative financial planning, has recently raised $26m.

Digital wealth management tools have surged in popularity, providing individuals with affordable access to professional investment services. However, with a plethora of options available, selecting the ideal platform can be challenging. Here are some crucial factors to keep in mind when making your decision.

Range, the AI WealthTech platform, has recently announced a $12m funding round led by Gradient Ventures, Google's AI-focused venture fund. The company aims to revolutionize wealth management by providing an all-in-one platform to make financial planning accessible to everyone.

Lending, credit monitoring and financial planning app Updraft has scored a £16m equity and debt funding round.