The end-to-end platform aiming to help advisers recommend, process and review
Digital Wealth Systems platform DIGI was built with the objective of helping adviser firms provide...
Category: Platforms
Have 7IM just delivered the best financial planning software user experience ever?
Imagine if advisers could have access to a retirement planning tool that was as easy to use as a...
7IM’s new and improved website
In its ongoing commitment to deliver an unrivalled experience 7IM recently decided to review and...
Everything You Need to Know About the STAR Initiative: Part 2
This is the second post recounting discussion from our November Investment Forum, focusing on the...
Everything You Need to Know About the STAR Initiative: Part 1
Our November Investment Forum focused on Platform to Platform Re-Registration and featured expert...
Ecosystems
Highlights from:
