Crealogix listed as a strong performer in The Forrester Wave™: Digital Wealth Management Platforms
The recent publication of The Forrester Wave™: Digital Wealth Management Platforms, Q1 2022 showed that CREALOGIX has been named a strong performer. Experts at Forrester evaluated 12 providers against 27 criteria and found that there has been a shift in the industry "from goal-based financial planning to personalization technologies". When…
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