A roundup of the latest wealthtech stories…
Online charitable giving platform Uncommon Giving is set to introduce investment donor-advised funds using the InvestCloud digital platform.
Uncommon Giving is is implementing InvestCloud’s pre-integrated cloud-based platform to expand its digital capabilities across its client communications, automation and management for the investment component of its online platform UncommonGiving.com.
The Arizona-head...
Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.
You are currently not logged in,
login to view the full article
start by clicking this button.
Need a subscription,
fill out the form here or
contact subs@thewealthnet.com
PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.
Read more about PAM
