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What s new in fintech? | Advisor ca

Firms look to make financial advice more efficient and client-focused

United statesSalesforce appexchangeJames rockwoodMaddie johnsonHoward atkinsonRamprasad sandilyaSalesforce financial services cloudQuadrus investment services ltdBroadridge financial solutions incYork based broadridge financial solutionsSalesforce financial servicesConquest planningWinnipeg based conquest planningAsset managementInvestment counselQuadrus investment services

What s new in fintech? | Investment Executive

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

United statesJames rockwoodHoward atkinsonSalesforce appexchangeRamprasad sandilyaSalesforce financial services cloudBroadridge financial solutions incQuadrus investment services ltdYork based broadridge financial solutionsSalesforce financial servicesConquest planningWinnipeg based conquest planningAsset managementInvestment counselQuadrus investment services

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