Video: PureFacts Client Forum 2018December 24, 2018
PureFacts Client Forum featured updates from across the firm:
- Product enhancements and roadmap for our wealth management software platform
- Agile release cycle, UAT automation and PureDeploy cloud platform
- Custom digital solutions including new onboarding prototype and goals-based investing solution
- How we’re applying principles of Behavioural Economics to encourage investors to make better decisions for their financial well being
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