The Latest In Financial #AdvisorTech (October 2023)
Nerd's Eye View
OCTOBER 2, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)
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