Twenty7tec launches Steppl client portal Posted on September 5, 2026 by Majid Sadeghi Alavigeh Twenty7tec launches Steppl, an AI-ready client portal for advisers — read how it cuts admin
Lendtech RiskSmart’s policy module transforms GRC workflows Majid Sadeghi Alavigeh July 8, 2025 0 Managing policies is rarely at the top of anyone’s excitement list, yet it’s one of the most crucial areas a company must get right. For […]
Lendtech How Summit Wealth built its RIA platform with ByAllAccounts Majid Sadeghi Alavigeh August 5, 2025 0 Explore how Summit Wealth used ByAllAccounts to build a modern RIA platform. Read the story behind the WealthTech evolution.
Lendtech Credas Compliance Wallet debuts in UK market Majid Sadeghi Alavigeh July 10, 2025 0 Discover Credas’ new Compliance Wallet. Transform onboarding and cut compliance friction. Learn more and stay ahead.