Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos
Wealth Management
JUNE 20, 2025
We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. There is something to be said for owning your own distribution channel,” he said.
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