Displaying items by tag: financial advice

COMPANY NEWS: GBST, a leading global provider of technology solutions for wealth management and financial advice, has been selected by Invest Blue for its WealthConnect product, a comprehensive advice solution built on Salesforce. The solution will provide Invest Blue with the tools to enhance administration, operations, and marketing efficiency, while also bolstering practice management, client engagement, and workflow capability.

Published in Deals

Australian-based technology provider Midwinter Financial Services has appointed Leni Vu as its head of brand and marketing.

Published in People Moves

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