Advice tech firm Twenty7tec has today (17 April) launched Finplan Wealth – an upgraded version of its web-based practice management and CRM solution for financial advisers. The news comes at a time ...
Twenty7Tec is set to acquire Bluecoat Software, the provider of mortgage, protection and wealth management CRM solution Finplan. As part of the acquisition, Bluecoat Software will operate under the ...
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