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Fintech in focus: Conquest Planning | Advisor's Edge - Vimarsana News

Fintech in focus: Conquest Planning | Advisor's Edge

Planning software helps with client engagement

Source: advisor.ca
Retirement Industry People Moves - Vimarsana News

Retirement Industry People Moves

SageView adds to plan sponsor relationships team; MissionSquare Retirement hires head of consultant relations; Vestwell names regional VP for Midwestern states; and more.

Wealthbox Expands Leadership Team with Key Hires - Vimarsana News

Wealthbox Expands Leadership Team with Key Hires

/PRNewswire/ -- Wealthbox, the fastest-growing CRM platform for financial advisors, has announced the addition of new executives to its leadership team that...

Financial Consulting Software Global Market Report 2022: Industry to Surpass $14.8 Billion by 2031 at a 12.2% CAGR - Vimarsana News

Financial Consulting Software Global Market Report 2022: Industry to Surpass $14.8 Billion by 2031 at a 12.2% CAGR

/PRNewswire/ -- The "Financial Consulting Software Market By Offering, By Deployment Model, By Enterprise Size, By End-user: Global Opportunity Analysis and...

Financial Consulting Software Global Market Report 2022: Industry to Surpass $14.8 Billion by 2031 at a 12.2% CAGR - Vimarsana News

Financial Consulting Software Global Market Report 2022: Industry to Surpass $14.8 Billion by 2031 at a 12.2% CAGR

/PRNewswire/ -- The "Financial Consulting Software Market By Offering, By Deployment Model, By Enterprise Size, By End-user: Global Opportunity Analysis and...