Why portfolio management tools that integrate cleanly into existing stacks are helping advisors trade more efficiently without adding complexity.
Lending tech startup Finnable has raised INR 500 Cr ($56.5 Mn) in an equity funding round led by existing investors Z47 and TVS Capital. The fresh capital will help the startup expand its product ...
Choose the right tools for your financial advisor tech stack Benefits of a strong financial advisor tech stack How to build an effective financial advisor tech stack Building an effective financial ...