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    SoFi was founded in 2011 as a student loan refinancing company In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors
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    The top five investment management solutions of 2025 aren’t just tools; they’re holistic ecosystems combining technology, personalized strategies, and sustainability Whether you’re looking for AI-driven insights, tax-efficient strategies, or diversified ETF options, these platforms empower you to navigate modern markets with confidence
  • Best Investment Management Software 2025 - Capterra
    Investment management systems serve as a centralized platform for investment firms to oversee all portfolio activity, such as progress toward investment goals and performance of invested funds Most tools also offer capabilities to track client communication, including their contact information, account balances, and interaction history





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