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The latest in financial #AdviserTech — February 2021

The latest in financial #AdviserTech February 2021 The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers! February 16, 2021 41 MINS This month’s edition kicks off with the big news that Walmart has partnered with Ribbit Capital (one of the fintech venture capital firms that backed Robinhood) to begin creating its own fintech solutions for Walmart customers and employees. That would instantly create one of the largest distribution platforms for a fintech solution (as Walmart reaches nearly 40% of all Americans on a weekly basis!) and also a financial wellness platform (as it’s the world’s largest private employer). Yet the reality is that as the world’s largest superstore, Walmart is arguably well-positioned to become a financial products superstore as well taking a page from the playbook of Sears, the 20th-century retailer that expanded into financial services and, in the process,

Plan Confidence Partners with Chalice Network to Help Advisors Get Paid on Held Away 401k Accounts

Chalice Network™ secures anchor client CleverDome, validating ChalicePay s simple and secure billing and payment processing

Chalice Network™ secures anchor client CleverDome, validating ChalicePay’s simple and secure billing and payment processing Share Article Chalice Network proudly announces the addition of cleverDome as an enterprise partner of recently launched ChalicePay, the streamlined billing and payment platform exclusively designed for independent small business owners. “ChalicePay is the future of billing systems for SMBs. It’s simple to use and integrate and allows SMBs to evolve their business by streamlining the retainer and one-time invoicing functions or adopting a subscription model service offering, explains Keith Gregg, CEO of Chalice Network. SAN DIEGO (PRWEB) December 23, 2020 Chalice Network proudly announces the addition of cleverDome as an enterprise partner of recently launched ChalicePay, the streamlined billing and payment platform exclusively designed for independent small business owners. Chalic

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