WealthFeed Adds AI Warm Introductions for Advisor Prospecting
March 19, 20268 min
Powerful new upgrade adds network visibility to WealthFeed’s Discover capabilities, enabling advisors to more easily identify second-degree connections
Powerful new upgrade adds network visibility to WealthFeed’s Discover capabilities, enabling advisors to more easily identify second-degree connections
Financial advisors participating in ACM’s PathFinder platform, which provides solutions for 401(k) and other retirement plan participants, gain access to WealthFeed