Aegon UK has made targeted changes to the way money is transferred onto its Aegon Retirement Choices (ARC) platform, ...
Equisoft and Continuum Launch Integration to Bring AI Meeting Intelligence to Equisoft/connect Users
Meeting notes from every advisor-client conversation are pushed automatically into the corresponding Equisoft/connect record. This works across Zoom, Microsoft Teams, Google Meet, desktop softphones, ...
A standards-based, federated approach has been proposed to tackle the challenge of small pension pots in a white paper ...
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