WealthFeed expands 401(k) plan prospecting

Kısaca

WealthFeed, a leading AI-powered end-to-end growth engine for financial advisors, today announced the addition of Form 5500 data to its platform, giving advisors another source of organic growth in the retirement plan market.

Ne oldu?

• WealthFeed, platformuna Form 5500 verisini ekledi.
• Finansal danışmanlar, 401(k) pazarında yeni büyüme fırsatları elde edecek.