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Deal Technologies
Deal Technologies Overview
Deal Technologies aims to enable financial advisers to better serve and retain a younger affluent client base, with keen eye on the generational transfer of wealth. Deal Technologies is developing a state-of-the-art platform for communication, collaboration, onboarding and transaction management. The company is positioning ourselves to build the world's first digital community for impact investing - efficiently managing costs, complexities and opportunities in real time. Helping advisers stay ahead of the wealth curve, evolving with integrity, creativity and purpose.