Everest Consolidation Acquisition, a new SPAC targeting the RIA and wealth management industry, seeks to raise $150 million through its initial public offering filed with the regulators this week.
This survey is focused on CRM and Business Intelligence within the Wealth Management industry and should only take a few minutes of your time. Thank you in advance for your time and participation!
In this webinar on Oct. 27th, you’ll identify how advisors are analyzing and improving their technology stack and processes, analyze automation strategies, and more.
