Future Capital Unveils All-in-One Digital Solution
Construct enables advisors to efficiently manage held-away 401(k) assets, enhancing the value of advisory services
Construct enables advisors to efficiently manage held-away 401(k) assets, enhancing the value of advisory services
intelliflo has been included on the WealthTech100 list by Fintech Global, an annual ranking of the world’s most innovative WealthTech companies. intelliflo has been recognized for its robust, API-based financial advisory platform that allows advisors to personalize and digitize financial advice at scale. intelliflo helps simplify the complex digital landscape for financial advisors, enabling them to grow and compete. The company’s technology supports over 30,000 advisors worldwide, representing over three million end-investors, with over $1 trillion...
Leader in real estate tech makes curated library of world-class digital tools available to 1.4 million agents with the national transaction management member benefit