Janowski Davis
A new feature called Collaboration Connect, found in goalgamiPro, the planning and client qualification tool from Advisor Software…
A vision of how good virtual conferences — and possibly even prospect and client meetings — might look in the future.
Compliance and archiving application provider Smarsh shares results of third annual survey.
With different levels of sophistication and price, which claiming-strategy tool is optimal?
If they weren’t before, two things have become clear to financial advisers affected by Hurricane Sandy’s devastating punch…
Now two free platforms are available to the burgeoning independent quant community.
Advisers usually not caught dead in glasses might well be seen sporting this high-tech set of lenses
Advisers using the portfolio management application can now have SPT host and maintain it for them
Release of new content management and collaboration service accompanied by centralized location for third-party software development.
Firm launches beta program of features tailored specifically for those who want to build their own motifs
