thewealthnet

B Corp wealth manager selects new technology partner

News Team, 29/04/2021

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...


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