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M-Files News: M-Files Named to FinTech Global’s WealthTech100 List for 2024

M-Files Community

M-Files has been recognized as one of the top 100 WealthTech companies of 2024 by FinTech Global, a specialist research firm. The annual list celebrates leading technology firms transforming the world of wealth management, and demonstrating innovatio…
- 10 Apr 2024

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New Case Study: With the help of M-Files, Valeo Financial Advisors was able to standardize client deliverables and maximize collaboration

Heidi Immonen-Isomäki

Located in Carmel, Indiana, Valeo focuses on its clients’ entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning, providing peace of mind that can only come from knowing all asp...
- 9 Aug 2023