FPA releases revamped PlannerSearch to better humanize planner and client interaction

T1Covered by 1 source · first reported by American Banker (headlines) at 01 Oct, 13:10 UTC

The new platform looks to personalize both client and planner profiles to create better matches and relationships.

fintech

Sources

• T1FPA releases revamped PlannerSearch to better humanize planner and client interactionAmerican Banker (headlines)01 Oct, 13:10