WESTON, Mass.--(BUSINESS WIRE)--Advisor360°, a leading provider of enterprise software and solutions for broker-dealers and other wealth management firms, continued its accelerated pace of platform ...
Advisory technology consultant and software developer Skience launched a stand-alone wealth management operating platform, called SkienceONE, according to an announcement. The tool serves as a hub for ...
Opinions expressed by Entrepreneur contributors are their own. When customers sign on with service providers, a brand new relationship between the client and the vendor begins. What’s more, this is ...
Wealth management broker-dealer Oppenheimer is undergoing a technology makeover to help its network of more than 1,000 advisers better serve its high-net-worth clients. To facilitate the firm’s new ...
Bank of America Merrill wants to turn client reports from a boring stack of papers into something more modern and personal. With the new Digital Wealth Overview feature, Merrill financial advisors can ...
The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...
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Finanshels updates client portal to streamline financial and compliance information
Finanshels, a UAE-based financial operations firm, has updated its Client Portal to centralise financial data, compliance ...
SS&C Technologies Holdings on Tuesday unveiled its acquisition of Modestspark, a small provider of a portal and tools related to client experience, and is planning on using the purchase to expand its ...
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