Wealthtech GBST has acquired Advice Intelligence, a cloud-based end-to-end financial planning software solution.
Advice Intelligence is designed to bring an independent CRM solution, client engagement, goals-based advice, mobile, workflows and apps together in a single digital platform.
This deal follows GBST’s recent acquisition of Salesforce's adviser solution, which has since been rebranded to GBST WealthConnect.
The firm said the latest acquisition will...
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