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New Fintech Tool Added to Our Financial Planning Toolbox

New Fintech Tool Added to Our Financial Planning Toolbox

by admin | Feb 22, 2022 | About WPC, General Information, News, Next Gen

WPC has added a tool to our Financial Planning Toolbox – TIFIN Plan.  A Fintech platform using AI technology to simplify the financial discovery process and promote engaging conversations!  We have found it invaluable when addressing the Next Gen’s financial...

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