FinTech
Profile Software named category leader in Chartis’ Advisor Desktop solutions for Wealth Portfolio Suites
Profile Software has announced that it has been named a category leader in Chartis’ Fintech Quadrant report for Wealth Portfolio Management Suites: Advisor Desktop solutions. In pursuit of 'holistic financial wellness', the report evaluates the tools and workflow from the advisor’s perspective, as well as those for the customer journey,…
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