During week 15 of 2024, we added or updated 29 business profiles to/within our Solution Provider Directory across our Technology & Data and Consulting, Research & Support Services marketplaces. Each of these businesses has a solution offering of relevance to the business needs of wealth managers and their business profiles are each individually accessible via the links highlighted below.

In alphabetical order, the business profiles added to the site this week were: AdvisorBOB, Cascade Cash Management, Cash Flow Mapping, Cashfac, Castine, Catalant, causaLens, CellTrust, Celusion, Centapse, Centology, Centraleyes, Pipedrive, PlannerPal, RQ Ratings, Smartsheet, Solve, Super, the lang cat, The Paraplan Project, The Timebank, The Verve Group, The Yardstick Agency, TOMD, Trello, Umlaut Solutions, VENDOR iQ, Xero, and Yapily

Adding or updating your business and solution profiles to/within our Solution Provider Directory
If you are a solution provider/vendor with an existing set of business and solution profiles in our Solution Provider Directory that need updating, or a solution provider/vendor not yet in our directory that we should add, please write to us at office@thewealthmosaic.com and we will work with you through what is a short and straightforward process.

Working with us
If you want to know more about the various ways we work with solution providers both in and around our directory and website and beyond, please see our full offering in our Work with Us in 2024 catalogue.

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