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Tech firms partner to digitise wealth management advice process

News Team, 16/02/2023

Back to back (B2B) software as a service (SaaS) firm Bricknode has partnered with Norway-based fintech Quantfolio to provide wealth managers with solutions for investment advice and trade/order management.

Quantfolio’s platform is designed to support advisers and clients through different steps of the investment advisory process, from client onboarding, to suitability assessment, ESG insights and generation of investment proposals.

Through the partnership, Quantfolioâ€...


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