financial services Archives

February 27, 2024

Timeline Portfolios Go Live on SS&C Hubwise Platform to drive down costs and improve results for Financial Advisers

LONDON, UK, 27 February 2024 - Timeline, the rapidly growing Model Portfolio Service offering low-cost, evidence-based model portfolios and cutting-edge financial planning tech, has made its popul...

January 23, 2024

Reassured Ltd: A Second Curveball – Financial Results Flip, Mirroring Last Year’s ‘Surprise’

LONDON, UK. 23rd January, 2024 – Reassured LTD, a stalwart in the UK's life insurance brokerage industry, has raised eyebrows once again by dramatically altering its financial accounts for 2022....

January 19, 2024

Timeline and Just Group join forces to show how an innovative guaranteed income producing asset can enhance retirement portfolios

HERTFORDSHIRE, UK, 19 January 2024 - Just Group (“Just”) and Timeline have announced an innovative partnership to enable financial advisers to use Timeline’s cutting-edge planning technology...

November 09, 2023

Innovation firm INATIGO looks to help financial and wealth management firms close the financial literacy gap within the UK & US through the use of AI Financial Wellness coaches

Award-nominated innovation and technology firm, INATIGO, launches pioneering conversational chat assistant solution, Alda Ai. Providing financial firms with their own fintech AI financial wellness ...

November 09, 2023

Innovation firm INATIGO looks to help financial and wealth management firms close the financial literacy gap within the UK & US through the use of AI Financial Wellness coaches

October 27, 2023

ENTERPRISE IRON AND WTAX PARTNER TO OFFER A LARGELY AUTOMATED, GLOBAL WITHHOLDING TAX RECLAIM SERVICE TO ENHANCE CLIENT INVESTMENT PERFORMANCE

Enterprise Iron Financial Industry Solutions, Inc., an industry-leading provider of business, technology and workforce solutions that resolve complex challenges and optimize operations, has partner...

Latest financial services Press Releases

Timeline Portfolios Go Live on SS&C Hubwise Platform to drive down costs and improve results for Financial Advisers

Reassured Ltd: A Second Curveball – Financial Results Flip, Mirroring Last Year’s ‘Surprise’

Timeline and Just Group join forces to show how an innovative guaranteed income producing asset can enhance retirement portfolios

Innovation firm INATIGO looks to help financial and wealth management firms close the financial literacy gap within the UK & US through the use of AI Financial Wellness coaches

Innovation firm INATIGO looks to help financial and wealth management firms close the financial literacy gap within the UK & US through the use of AI Financial Wellness coaches

ENTERPRISE IRON AND WTAX PARTNER TO OFFER A LARGELY AUTOMATED, GLOBAL WITHHOLDING TAX RECLAIM SERVICE TO ENHANCE CLIENT INVESTMENT PERFORMANCE

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