Designed Wealth Management and Continuum Announce Strategic Partnership to Bring AI Client Intelligence to Canadian Advisors
Continuum’s botless meeting capture, AI client profiles, and interactive client microsites roll out across Designed Wealth Management’s 150+ advisor network starting today TORONTO — Continuum, the AI-powered client intelligence platform for Canadian advisors, today announced a strategic partnership with Designed Wealth Management, the Canadian independent wealth management platform and investment dealer supporting more than 150 […]
Original Source
Read the full article at Financialpost →KhanList aggregates and links to publicly available news content. We do not host full articles from third-party sources. Always verify important information with original sources.