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The Canadian online investment company announced a new funding round that raised C$114 million ($87 million) that it plans to use to build out cash, checking, insurance and mortgage products.
Practifi co-founder and Chief Commercial Officer Adrian Johnstone talks about his company’s technological customer relationship management approach and the advanced platform-building experience.
Panelists participating in the annual WealthManagement.com Technology Forums described the acceleration and adoption they've seen in a year unlike any other.
