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 ...
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 ...
Technology provider Twenty7Tec has bought Bluecoat Software, the owner of Finplan - a client relationship management solution (CRM) used by some 300 advice firms.
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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