Tech firms integrating systems to improve adviser workflows
Four companies working to unify products to better meet adviser needs; system due out later this year
With more financial advisers interested in integrating their technology systems, four leading providers have banded together to do it for them.
The companies — SEI Advisor Network, PIEtech Inc., maker of MoneyGuidePro, Redtail Technology Inc. and ActiFi Inc. — are teaming up to create a
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