Lumiant And LibertyFi Partner To Deliver A Seamless, Fulfilling Client Experience
Lumiant, an award-winning cloud-based advice and client engagement platform, today announced a strategic partnership with LibertyFi, LLC, a middle-office technology and operations consultancy based in Alabama, that helps growth-oriented registered investment advisors (RIA) drive revenue and scale their businesses. LibertyFi currently supports 24 firms (120 advisors servicing 33,000 accounts) and has......