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Research and Analysis
29 August 2019

Advicent: Financial Planning to Improve Conversation between Advisors and their Clients

The provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.
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Research and Analysis
13 December 2018

Ionlake: Text Communication Platform Built by an Advisor for Advisors

Ionlake provides financial advisors with MyRepChat, a solution to compliant SMS texting. MyRepChat is a fully compliant SMS texting platform for a BYOD environment.
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