Two wealth management-focused technology firms have joined forces on a solution designed to ease the account opening process.
Intelliflo, a financial adviser software provider, and investment platform provider Hubwise have said their new venture will reduce the “dual-keying burden” of onboarding clients.
A new integration between Intelliflo’s Intelligent Office Wealthlink product and Hubwise’s REST application programming interface (API) mean that advisers should be ...
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