Integrated data led analytics for financial planners
92,304
2023-04-01 to 2024-02-29
Collaborative R&D
This project seeks to help wealth managers and independent financial advisers succeed in growing and exiting their businesses through our advanced, integrated analytics dashboards. This increase in productivity is part of a greater ambition to increase the number of financial planners in the industry, reduce the costs to service clients and ultimately provide services to a wider range of individuals seeking financial planning advice.
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