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WealthFeed's AI-powered platform provides real-time money-in-motion data to acquire new clients
WealthFeed empowers financial advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platform.
Get granular with your prospect search! WealthFeed allows you to filter your search by your specific niche. Gain powerful insight on your current database Aggregate outside client assets and increase client retention Get alerted when one of your clients goes through a money-in-motion event....