michael.pendergrass
Acronym
FinTechAutomation
Product ID
Adviser-View
Description

FTA offers a comprehensive wealth management platform that provides independent advisers end to end solutions from planning to managing accounts, and access to the ecosystem, in one platform.

Images
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FTA_1
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Features

FTA offers a comprehensive wealth management platform that provides independent advisers end to end solutions from planning to managing accounts, and access to the ecosystem, in one platform:

  • Integration to a broader ecosystem
  • Workflow automation
  • Deep analytics
Vendors
FinTech Automation
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Portfolio Management
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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