The Future of Financial Technology & Managed Portfolios
HUB24’s Jason Entwistle offers insights on the important role technology plays in an increasingly competitive space where financial advisers are looking for continued practice efficiencies and service delivery excellence.
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Owen Oakes Financial transitioned to managed portfolios to support the delivery of active investment management for its superannuation clients. Historically a risk-only…
Owen Oakes Financial transitioned to managed portfolios to support the delivery of active investment management for its superannuation clients. Historically a risk-only…
Learn how technology that empowers advisers to turn static reports into compelling stories is driving efficiencies and deepening client relationships.
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