社区
TrustFinance 不是持牌金融顾问,也与您所在地区的任何金融机构无关联。投资前请自行研究。
AdviserTech®
Information by Research Trustfinance
Founded in 2017, AdviserTech Ltd is a UK-based technology firm specializing in providing bespoke software solutions and consultancy services exclusively for financial advice businesses. The company's mission is to help financial advisory firms enhance efficiency, improve client engagement, and ensure regulatory compliance through custom-built technology. They build a range of solutions, including client portals, fact-finding tools, and integrations with existing platforms, rather than offering a single off-the-shelf product.
United Kingdom
Industry
Technology
Financial
HQ Location