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    5 Reasons to Use a Wealth Management Fintech Platform
    Business DevelopmentProduct R + D

    5 Reasons to Use a Wealth Management Fintech Platform

    written by Mark Stewart

    Updated September 8, 2023, at 9:40 AM

    Many digital wealth management platforms exist for financial professionals in today’s fintech landscape.

    The problem is, most options only aim to solve a single problem, or perhaps a few problems. Some focus on insurance only, and some on investments only.

    But as the insurance and investment spaces continue to converge, more than ever there’s a need for a single platform that allows financial professionals to manage all their product lines in one platform.

    Continue Reading
    5 Reasons to Use a Wealth Management Fintech Platform was last modified: September 8th, 2023 by Mark Stewart
    June 27, 2023
    3 LinkedIn Facebook Twitter
  • Product R + D

    How Annuities Can Address Client Issues

    by FIG Marketing June 19, 2023

    If you’re utilizing annuities in your client’s strategy process, it’s hard not to get caught up in the marketing “bells and whistles” that bombard your email inbox and voicemail every day. Coincidentally,…

    1 LinkedIn Facebook Twitter
  • Product R + D

    Finding the Right Annuity for Your Clients

    by James LeMay June 12, 2023

    Reconnecting with your clients is an opportunity to re-invent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing and focus on it until it becomes…

    7 LinkedIn Facebook Twitter
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