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2. BMO SmartFolio - Wikipedia

   en.wikipedia.org/wiki/Bmo_smartfolio

   BMO SmartFolio is a digital investment management service offered by Canada’s Bank of Montreal.Broadly referred to as a robo-advisor, the service allows investors to answer a series of questions online about their investment goals, time horizon and risk tolerance, then are recommended a model portfolio made up of index-tracking exchange-traded funds based on the investor’s profile, managed ...

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   Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!

4. Tide (financial service) - Wikipedia

   en.wikipedia.org/wiki/Tide_(financial_service)

   Tide (Tide Platform Limited) is a UK financial technology company providing mobile-first banking services for small and medium-sized enterprises.It enables businesses to set up a current account and get instant access to various financial services (including automated bookkeeping and integrated invoicing).

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6. Plaid Inc. - Wikipedia

   en.wikipedia.org/wiki/Plaid_Inc.

   In October 2020, Plaid announced the "all-new Plaid Link" to reduce the steps necessary to connect financial products. [17] The company added an instant payout feature based on the Real Time Payments (RTP) network to the Plaid Transfer product in April 2023. The service lets businesses disburse loan payments, payout insurance or wages in real-time.

7. Cetera Financial Group - Wikipedia

   en.wikipedia.org/wiki/Cetera_Financial_Group

   In April 2019, Cetera completed the purchase of select assets of Foresters Financial’s U.S. broker-dealer and investment advisory business, rebranding it and the 43 branches it comprises as Cetera Investors. [27] In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel.