Tag : RIAs

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech News

Truelytics Offers up Its New Emergency Continuity Solution (TrueContinuity) Free of Charge to Current Customers to Help Alleviate Client Anxiety Due to the COVID-19 Outbreak

Fintech News Desk
by Fintech News Desk0
Truelytics, a B-to-B Enterprise SaaS company serving the wealth management industry, announced that it is inviting its independent broker-dealers, RIAs, and individual financial advisors to access the firm’s emergency continuity solution, TrueContinuity, free of charge to existing enterprise clients, and a greatly reduced rate to new clients, for the remainder......
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