Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...
Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...
SourceSolution, Inc. / SourceSolution, Inc. (PRLEAP.COM) SourceSolution, a leader in Supplier Relationship Management (SRM) software for the biotechnology and pharmaceutical industries, announced that ...
CHICAGO--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ...
J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Suzanne is a ...
Jane Haskins practiced law for 20 years, representing small businesses in startup, dissolution, business transactions and litigation. She has written hundreds of articles on legal, intellectual ...
On Wednesday, legal solutions provider Morae Global Corporation announced the acquisition of information governance software platform Gimmal. With the acquisition, Morae Global Corporation aims to ...
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