iPipeline® provides Excel advisors with a unified path to access master data analytics in financial services

In The partnership with Snowflake, a provider of turnkey solutions, allows Excel advisors to combine disparate data systems, automate workflows and create efficient practices to Position Advisors for Unlimited Growth EXTON, Pa. and TOPEKA, Kan., June 22, 2022 /PRNewswire/ — iPipeline® announces that Advisors Excel, a Topekabased on financial marketing, will leverage iPipeline’s services to … Read more