FinTech
Twenty7Tec acquires Finplan owner to enter wealth market
Technology provider Twenty7Tec has bought Bluecoat Software, the owner of Finplan – a client relationship management solution (CRM) used by some 300 advice firms. The deal, the value of which was not disclosed, will see Twenty7Tec enter the advised wealth market, having previously focused solely on the advised mortgage market….
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Click here to read the full story: FT Adviser