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Financial Technology Year

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SmartAsset Advisor Matching

from SmartAsset

A consumer-facing service that helps individuals find and connect with qualified financial advisors based on their financial needs and preferences.
Is this your Company
Category: Client Relationship Management (CRM) Systems
in: Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.

SmartAsset Advisor Matching


Publicly available data, summarised using AI.

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