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OneVest launches model portfolio marketplace

June 5, 2024

Plus, news from FusionIQ, Conquest, CapIntel

Amar Ahluwalia Howard Atkinson Interactive Brokers Interactive Brokers Canada Inc Interactive Brokers Canada Conquest Planning

Source: advisor.ca

Desjardins using CapIntel Correlate for client education, CFR help

May 3, 2024

Also, BDO releases AI for wealth management

New Zealand General New Zealand James Rockwood Desjardins Financial Security Investments Capintel Correlate New Brunswick

Source: advisor.ca

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