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
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The latest in financial #AdvisorTech — October 2023
The October 2023 edition of the latest in financial #Advisortech kicks off with the news that Altruist is eliminating its monthly fee.
Source: investmentnews.com
IIM Ahmedabad felicitated their alumni Srijan Pal Singh in the Young Alumni Achievers Award
(This story has not been edited by THE WEEK and is auto-generated from a PTI
Source: theweek.in
Panoramix Partners with Apex to Create Fully-Digital New Account Opening Capability
Eagan, MN (PRWEB) June 06, 2023 -- Panoramix, an innovative advisor technology platform focused on financial advisor performance reporting and client billing,
Source: prweb.com