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    • iCapital launches iMAP

      iCapital launches iMAP

      Private Banker International via Yahoo Finance· 28 minutes ago

      iCapital, the worldwide fintech platform, has introduced the iCapital Model Portfolio and iMAP to clients.. Over 100,000 US financial advisers who employ...

    • Craft a CX that wins and retains clients

      Fortune· 2 hours ago

      This includes aspects, such as initial awareness of a product or service; touchpoints with team members; and the feelings, emotions, and perceptions a client has about a company ...