AI assistant Jump has signed a deal with Focus Financial Partners as the startup makes a major splash into the RIA ecosystem, following its existing partnership with broker-dealers LPL, Cetera, and ...
The integration with TaxStatus will allow advisors to view IRS-verified financials within the Jump advisor platform TaxStatus, a secure, personalized data solution for verified financials used by ...
Results that may be inaccessible to you are currently showing.
Hide inaccessible results