WealthStack Roundup: News From Elements, Skience, Fidelity, Docupace, Pontera and Northern Trust
From personnel updates—Pontera gets a CMO—to a one-page plan from startup Elements, it was a busy week in advisor tech.
WealthStack Roundup: News From Elements, Skience, Fidelity, Docupace, Pontera and Northern Trust
From personnel updates—Pontera gets a CMO—to a one-page plan from startup Elements, it was a busy week in advisor tech.