FinTech
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Vise has announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in their businesses. According to a recent Accenture study, 87 percent of advisors want…
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