Featured Research
The 2013 InvestmentNews Adviser Technology Study
This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.
Account aggregation
Grendel Online - Client Wealth Center
By Big Brain Works LLC
140 W. Gay St., Suite 300
West Chester, PA 19380
Contact for Additional Product Information
George Guidotti
business development
(888) 824-4477
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