Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.
The firm’s proprietary Relationship Quality Index combines multiple metrics, based on a 14-question survey, to measure the quality of client relationships.
The half-dozen companies in the 10-week Founders Arena WealthTech Accelerator cohort will have a chance to meet with industry leaders, network and attend sessions at this week's WealthTech Combine 2023 in Arlington, Texas.