PROPEL与SingLife在九个月内加入1 300名财务顾问,标志着一个重大增长里程碑。 PROPEL with Singlife onboarded 1,300 financial advisers in nine months, marking a major growth milestone.

PROPEL与SingLife是金融咨询公司的一个共享服务平台,在启动后的九个月内,已有1 300多名顾问加入,实现了关键的增长里程碑。 PROPEL with Singlife, a shared services platform for financial advisory firms, has onboarded over 1,300 advisers within nine months of launch, achieving a key growth milestone. 该平台提供综合业务、产品和财务服务,使各公司能够高效率地规模化。 The platform offers integrated operations, product, and finance services, enabling firms to scale efficiently. 它最近将其e-FNA工具升级为e-FNA2.0,提高了业绩和客户参与程度。 It recently upgraded its e-FNA tool to e-FNA 2.0, improving performance and client engagement. 有了多租制系统,所有客户都得到升级,不增加任何费用。 With a multi-tenanted system, all clients receive upgrades at no extra cost. 该公司任命Terry Chen为首席技术主管,带来了丰富的金融技术经验。 The company appointed Terry Chen as Chief Technology Officer, bringing extensive fintech experience. PROPEL的产品-不可知性、以订阅为基础的模式支持不带偏见的咨询意见,并帮助顾问创办独立公司。 PROPEL’s product-agnostic, subscription-based model supports unbiased advice and helps advisers launch independent firms. 它赢得了工业奖项和对响应和创新的赞誉。 It has earned industry awards and praise for responsiveness and innovation.