What's new in fintech? | Investment Executive

New partnerships and integrations are making financial advice more efficient and client-focused

Related Keywords

United States ,Toronto ,Ontario ,Canada ,American ,Canadian ,James Rockwood ,Howard Atkinson ,Salesforce Appexchange ,Ramprasad Sandilya ,Salesforce Financial Services Cloud ,Broadridge Financial Solutions Inc ,Quadrus Investment Services Ltd ,York Based Broadridge Financial Solutions ,Salesforce Financial Services ,Conquest Planning ,Winnipeg Based Conquest Planning ,Asset Management ,Investment Counsel ,Quadrus Investment Services ,