The latest in financial #AdvisorTech — November 2023
The November 2023 edition of the latest in #AdvisorTech kicks off with the news that Practice Intel has launched a new "growth platform."
Source: investmentnews.com
Absolute Engagement News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Absolute Engagement Today - Breaking & Trending Today
High-net-worth clients may prove easy to get and just as easy to lose, study reveals
Due diligence may not be the top priority when wealthy clients seek a financial advisor, but they can also be quick to switch
Source: investmentnews.com
Advisor Innovations: Julie Littlechild on the Engagement Engine
Absolute Engagement's Julie Littlechild discusses taking client engagement feedback to the next level.
Source: wealthmanagement.com
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
Absolute Engagement Tech Tracks Client Confidence and Concerns
Julie Littlechild's Absolute Engagement's recently launched "Engagement Engine" wants to drag the client survey into the digital age.
Source: wealthmanagement.com