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With a firm grip on its title, BPMN remains the premier way to design and implement business processes. It’s intuitive, easy, and it can also be fu...
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- #wealthtech news
WealthTech Weekly: January 13, 2023
- #wealthtech news
WealthTech Weekly: January 13, 2023
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twenty7tec inks a deal with Meet Parker
- MoneyGuide’s Tony Leal seizes his current role at Envestnet
- Docupace shows an example of much-needed social responsibility
- Information needs protection, but Wealthtechs miss on a key a...
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twen...
More
- #wealthtech news
WealthTech Weekly: September 16, 2022
- #wealthtech news
WealthTech Weekly: September 16, 2022
Welcome to the news highlights of this week.
- Bolt drops its acquisition with Wyre
- FP Alpha goes for a vast integration with PreciseFP
- FNZ acquires DIAMOS AG
- Objectway has a new managing director
- InvestSuite raises millions in a Series A round
- Centricity scoops re-seed a bit less than InvestSuite
Let’s take a closer...
Welcome to the news highlights of this week.
- Bolt drops its acquisition with Wyre
- FP Alpha goes for a vast...
More
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Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
How to Digitize Wealth Management: Michael Pinsker, Docupace
How to Digitize Wealth Management: Michael Pinsker, Docupace
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