Advisors can now gain a clearer picture of business with coupling of business intelligence and investment analytics technology
Alan Gleghorn will partner with cleverDome co-founders to tackle tough cybersecurity issues and focus on community involvement
Advisors Win with New Marketing Automation Tool
New integration will help financial advisors deliver the next generation of digital advice.
Optimus will receive free access to FinRiver™, a suite of lightning-fast investment analytics APIs
The invitation-only event addresses issues of exempt securities including due diligence, escrow, custody, secondary trading, and compliance.
The rapidly growing investment analytics service is recognized for their FinRiver for Salesforce solution
The industry's first free wealth management technology recognized
for superior account aggregation
Euro currency support within acclaimed investment analytics as a service platform marks firm's continued international expansion