Axis Direct, the online brand of broking firm Axis Securities, announced the launch of FinPlan - a holistic financial planning and wealth-building platform powered by Finbingo (a SEBI registered ...
Finplan simuliert Geschäftstätigkeiten, mit dem Ziel, Kostentreiber zu lokalisieren und zu eliminieren. Es ermöglicht, mehrere Unternehmen visuell zu vergleichen und zu konsolidieren. Die Bewertung ...
Technology provider Twenty7Tec has bought Bluecoat Software, the owner of Finplan - a client relationship management solution (CRM) used by some 300 advice firms. The deal, the value of which was not ...
Three of Finbingo.com’s modules – Tax Planning Application, Wealth Builder & Portfolio Doctor will power Finplan,. Istock Finbingo.com announced its association with Axis Securities for the rollout of ...
Advice tech firm Twenty7tec has today (17 April) launched Finplan Wealth – an upgraded version of its web-based practice management and CRM solution for financial advisers. The news comes at a time ...
NEW DELHI: Axis Direct, the online brand of Axis Securities, has launched FinPlan, a financial planning and wealth-building platform powered by Finbingo, an investment advisor registered with the ...
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