Home GBST In The News Investment platforms expanding into financial planning software space

GBST In The News

Share on:

Investment platforms expanding into financial planning software space

Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relationship management (CRM).

 

Read the article

AU Privacy Policy   |   UK Privacy Policy   |   Legal   |   Site Map   © GBST 2019. All rights reserved.
Website Design