TechnologyJun 14 2022

Twenty7Tec acquires Finplan owner to enter wealth market

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Twenty7Tec acquires Finplan owner to enter wealth market
James Tucker, Twenty7Tec’s chief executive
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Technology provider Twenty7Tec has bought Bluecoat Software, the owner of Finplan - a client relationship management solution (CRM) used by some 300 advice firms.

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