The latest in financial #AdvisorTech — April 2023
The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG.
Source: investmentnews.com
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Absolute Engagement launches fintech to digitize client feedback
Absolute Engagement, the long-time provider of client feedback surveys, has stepped into the advisor fintech market.
Joe Martin Julie Littlechild Matt Brinker Absolute Engagement Absolute Engagement Engine Engagement Engine
Source: investmentnews.com
AdvisorTech: Turning Prospects Into Clients
Advisor-focused tech leaders spoke to a panel at the Exchange ETF conference in Miami Tuesday on turning prospects into clients.
Source: etftrends.com