The Personal Investment Management & Financial Advice Association (PIMFA) is the trade association for firms that provide investment management, investment services and advice to everyone from individuals and families to charities, pension funds, trusts and companies. Participating in the PIMFA tech sprint was an invaluable opportunity for the WealthObjects team to showcase our products Gainns.com and AdviceObjects.com to industry leaders. Collaborating with WealthOS on developing solutions that align directly with our mission of taking wealth and investing digital was great. The feedback we gained from working with PIMFA will help us immensely in further improving our platform to better serve the needs of Wealth and Investment Managers and their clients in today’s market.
News
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2023
WealthObjects participates in PIMFA’s inagural WealthTech Sprint
