DBA Advisory and FinPal have announced a partnership that aims to significantly reduce the cost of delivering financial advice by improving the technology through which advisers can manage remote team members.
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- Fin365 and ROAR Software partner on financial planning software integration June 12, 2021
- Fin365 rated #1 in Adviser Ratings 2020 Financial Advice Landscape Report May 20, 2021
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- Fin365 accepted into Microsoft’s Geo Expansion Program July 29, 2020
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