Windes launches wealth management firm with Integrated Partners
Accounting Today
NOVEMBER 30, 2023
Windes, a Top 100 Firm, is teaming up with Integrated Partners, a financial planning and RIA firm, in a new wealth management venture.
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Accounting Today
NOVEMBER 30, 2023
Windes, a Top 100 Firm, is teaming up with Integrated Partners, a financial planning and RIA firm, in a new wealth management venture.
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CheckAlt , which provides treasury management and item processing, is partnering with OmniConnect, NXTsoft 's secure connectivity solution, to allow for faster real-time integrations, a press release says. Even more importantly, this integration also provides real-time access to consumers.”.
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