Capital Wealth Planning, LLC

CapitalWealthPlanning.com

Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. CWP offers actively managed, tactical, SMA covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides financial planning and investment management services through separately managed accounts to high net worth individual retirement accounts, endowments, non-profit organizations, pensions, profit sharing plans, trusts, estates and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients.

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FIRSTCLOSE DEVELOPS API PARTNERSHIP WITH NXTSOFT TO PROVIDE BETTER LENDING EXPERIENCE

Business Wire | September 19, 2020

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NXTsoft, the market leader in API connectivity, and FirstClose, a leading provider of fintech solutions for mortgage lenders nationwide, have developed a partnership to connect their solutions for financial institutions using NXTsoft’s established APIs. The partnership gives financial institutions the ability to implement FirstClose’s point-of-sale digital lending platform - at application without additional manipulation of their core banking systems to render an instant loan decisio...

Read More

S&P 500 CROSSES 3,300 ON UPBEAT MORGAN STANLEY EARNINGS, RETAIL DATA

Morgan Stanley | January 16, 2020

news image

The S&P 500 crossed the 3,300 mark for the first time and other stock indexes hit record highs on Thursday, as encouraging retail sales data and upbeat Morgan Stanley earnings fueled a rally following the signing of an initial U.S.-China trade deal. The Wall Street bank (MS.N) jumped 7.6% to the top of the S&P 500 after it beat quarterly profit estimates and raised its performance goals, closing out big U.S. lenders’ earnings on a strong note. The sentiment was further lifted by da...

Read More

LAURENCE FISHBURNE’S EXTENSIVELY EXPLAINS HOW FINTECH IS SUPPORTING DIGITAL ASSET MANAGEMENT EVOLVE

In Depth Laurence Fishburne | June 05, 2020

news image

A new episode will broach developments in technology. The show will explore how FinTech is aiding the evolution of digital asset management companies. FinTech is a type of financial technology utilized in the financial services industry that affects consume...

Read More

Fintech

IBM AND SAP WILL ASSIST FINANCIAL INSTITUTIONS IN HASTENING CLOUD ADOPTION IN ORDER TO MODERNISE OPERATIONS IN A SECURE ENVIRONMENT

IBM | July 30, 2021

news image

IBM and SAP SE announced today that SAP would onboard two of its finance and data management products to IBM Cloud for Financial Services, accelerating IBM cloud adoption in the financial services industry. The collaboration will be geared to assist the companies in meeting the industry's high compliance, security, and resiliency standards, as well as to support financial services institutions' business transformation and innovation. Hybrid cloud environments are becoming ...

Read More
news image

FIRSTCLOSE DEVELOPS API PARTNERSHIP WITH NXTSOFT TO PROVIDE BETTER LENDING EXPERIENCE

Business Wire | September 19, 2020

NXTsoft, the market leader in API connectivity, and FirstClose, a leading provider of fintech solutions for mortgage lenders nationwide, have developed a partnership to connect their solutions for financial institutions using NXTsoft’s established APIs. The partnership gives financial institutions the ability to implement FirstClose’s point-of-sale digital lending platform - at application without additional manipulation of their core banking systems to render an instant loan decisio...

Read More
news image

S&P 500 CROSSES 3,300 ON UPBEAT MORGAN STANLEY EARNINGS, RETAIL DATA

Morgan Stanley | January 16, 2020

The S&P 500 crossed the 3,300 mark for the first time and other stock indexes hit record highs on Thursday, as encouraging retail sales data and upbeat Morgan Stanley earnings fueled a rally following the signing of an initial U.S.-China trade deal. The Wall Street bank (MS.N) jumped 7.6% to the top of the S&P 500 after it beat quarterly profit estimates and raised its performance goals, closing out big U.S. lenders’ earnings on a strong note. The sentiment was further lifted by da...

Read More
news image

LAURENCE FISHBURNE’S EXTENSIVELY EXPLAINS HOW FINTECH IS SUPPORTING DIGITAL ASSET MANAGEMENT EVOLVE

In Depth Laurence Fishburne | June 05, 2020

A new episode will broach developments in technology. The show will explore how FinTech is aiding the evolution of digital asset management companies. FinTech is a type of financial technology utilized in the financial services industry that affects consume...

Read More
news image

Fintech

IBM AND SAP WILL ASSIST FINANCIAL INSTITUTIONS IN HASTENING CLOUD ADOPTION IN ORDER TO MODERNISE OPERATIONS IN A SECURE ENVIRONMENT

IBM | July 30, 2021

IBM and SAP SE announced today that SAP would onboard two of its finance and data management products to IBM Cloud for Financial Services, accelerating IBM cloud adoption in the financial services industry. The collaboration will be geared to assist the companies in meeting the industry's high compliance, security, and resiliency standards, as well as to support financial services institutions' business transformation and innovation. Hybrid cloud environments are becoming ...

Read More

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C-Suite On Deck

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Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us