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How financial planning software companies are prepping for June 25

Published: April 29, 2024

Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime

Source: advisor.ca

Related Topics:

British ColumbiaKen LotockiAravind SithamparapillaiJim KortConquest PlanningMicrosoft ExcelIronwood Wealth ManagementSnap Projections

Sterling Mutuals Allies with CI Financial's Snap Projections to Boost Financial Planning Capabilities

Published: May 19, 2022

Press release content from Business Wire. The AP news staff was not involved in its creation.

Source: apnews.com

Related Topics:

United StatesNelson ChengPawel BrzeminskiOneboss Solutions IncCi Financial CorpMarketing Business Development Of Oneboss Solutions IncSterling Mutuals IncProjections IncMutuals IncSnap Projections IncSnap ProjectionsSterling MutualsRocky IeraciBusiness DevelopmentOneboss SolutionsChief Executive OfficerBusiness WireFinancial Planning