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The latest in financial #AdvisorTech — February 2023
The month's highlights include Elements adding $5 million more in funding, TradingFront shutting down and Zoe Financial launching a TAMP for advisers in its lead generation network.
Zoe Financial referral program evolves into one-stop practice management platform
The Zoe Wealth Platform charges a fee based on advisory assets for everything an RIA needs to work with clients.
