An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...
New funding will accelerate Slant's nationwide rollout, helping financial advisors double their capacity and serve hundreds more clients each year. Slant was built to help advisors serve more clients ...
San Francisco–based Focal is building AI tools for financial advisors including automation of meeting prep, client follow-up, ...
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