Tag : RISR

RISR Teams With OnePoint BFG Wealth Partners to Expand Business Owner Planning Capabilities
Fintech Investment Services News

RISR Teams With OnePoint BFG Wealth Partners to Expand Business Owner Planning Capabilities

Business Wire
Partnership equips OnePoint BFG advisors with specialized technology to better serve entrepreneurs and accelerate organic growth RISR, a leading business-owner engagement platform for financial advisors, announced it has entered into a partnership with OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm managing more than $16......
Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners
Finance Fintech News

Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners

Business Wire
RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners RISR, a leading business owner engagement platform for financial advisors, today announced its partnership with Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in......
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