Wealthype is a wealthtech company that develops tailored products for financial advisors, aimed at optimizing commercial negotiations with clients. Plan.ai is an advanced analytics software that supports advisors in commercial planning with clients. Talk.ai is a content-as-a-service platform that facilitates active dialogue and the client acquisition process.
Wealthype is a wealthtech company that develops tailored products for financial advisors, aimed at optimizing commercial negotiations with clients. Plan.ai is an advanced analytics software that supports advisors in commercial planning with clients. Talk.ai is a content-as-a-service platform that facilitates active dialogue and the client acquisition process.