The Latest In Financial #AdvisorTech (February 2024)
Nerd's Eye View
FEBRUARY 5, 2024
This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)
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