Wednesday, February 26, 2020

The latest in financial adviser fintech — February 2019

Accordingly, in early 2018, in an apparent attempt to accelerate its penetration into RIAs, AdvisorEngine acquired advisor CRM provider Junxure to cross-sell their users on the AdvisorEngine platform.

from crm - BingNews https://ift.tt/32zqmiq
February 26, 2020 at 06:05PM

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