Tag: adviser technology

Twenty7tec, a mortgage and WealthTech solutions provider, has expanded its integration with financial planning tool FinCalc through new functionality built into its ADVICE platform. The...

WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...

PlannerPal, an AI-powered workflow provider for financial advisers and wealth managers, has launched a new Pre-Meeting Prep Pack. The launch centres on what the company...