A dual interface fintech platform improving engagement & success within advisor-client relationships by exchanging the right information.
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TD Bank Group
814 followers
BMO Financial Group
490 followers
CIBC
248 followers
Manulife
182 followers
Sun Life Financial
138 followers
KPMG Canada
43 followers
Fidelity International
17 followers
Mackenzie Investments
14 followers
KOHO
11 followers
Wallib
9 followers
IG Wealth Management
6 followers
Bank of Canada
6 followers