Wealth manager EQ Investors is using a new piece of technology it says will help its model portfolio service (MPS) reach a wider range of advisers.
EQ, a B Corp, has partnered with Fintegrate, a digital financial planning product aimed at helping advisory firms reduce complexity and cost, while still delivering good client outcomes.
Fintegrate helps streamline time-consuming processes like portfolio risk analysis, financial forecasting, portfolio reviews and white labe...