Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Our technology columnist caught up with Alex Bottom and spoke with him about developments to his platform meant to help advisors with managing student debt.
Megan Hausmann, senior director of advisory success at Apex Fintech Solutions, emphasizes the need for advisors to adapt their technology to meet the needs of next-gen investors.
The artificial intelligence research platform is best known for its AI-driven personalized investment advice and real-time analytics. The terms of the deal weren’t made public.
