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What's new in fintech? | Advisor.ca

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

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What's new in fintech? | Investment Executive

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

United States , 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 ,