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Using Digital Fact Finds: Highlights from the December Investment Forum Part 1

Posted by Emma Iskowitz | Feb 23, 2021 | AdviceTech Forum, Client Onboarding & Fact Finds, Events, Investment Forum | 0 |

Using Digital Fact Finds: Highlights from the December Investment Forum Part 1

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PreviousHave 7IM just delivered the best financial planning software user experience ever?
NextThe Limits of Digital Fact-Finds: Highlights from the December Investment Forum Part 2

About The Author

Emma Iskowitz

Emma Iskowitz

Originally from New Jersey, Emma previously worked as a writer, researcher, content creator and podcast producer for fintech consulting firm Ezra Group LLC. Emma graduated from London Contemporary Dance School in July 2020, and alongside her work at FTRC she is also pursuing a career in contemporary dance.

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