about the author:
Kelton Corcoran
Content marketing specialist
Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
November 25, 2019 by Kelton Corcoran
about the author:
Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
Financial planning is constantly changing, and the most successful financial planners and institutions realize the importance of technology to their growth and client satisfaction. With so many FinTech solutions on the market today, how can you know which are the most fitting for your organization's workflow?
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