PlannerPal

1 result about this entity

Period: 02 Jun 2025 - 02 Jun 2025

/wealth

Sidekick and PlannerPal win Pimfa WealthTech AI tech sprint

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, a leading provider of independent investment insights, recently set a challenge to the fintech industry and asked, “how can wealth management and financial advice firms leverage AI to enhance operational efficiency by optimising end-to-end processing across front, middle, and back-office functions?”