document management

May 10, 2019

IFP Selects AdvisorEngine to Power New Digital Wealth Experience and WisdomTree to Provide Investment Solutions

Independent Financial Partners (“IFP”), an SEC registered investment advisor and soon-to-be broker-dealer specializing in wealth management and retirement plan consulting, announced that it has entered into […]
February 20, 2019

Shareholders Service Group and Portfolio Pathway Announce New Partnership to Deliver Cloud-Based Portfolio Reporting Suite

Shareholders Service Group (SSG) and Portfolio Pathway announced a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to […]
January 21, 2016

Custody Account Data Now Actionable in Salentica® CRM with Schwab OpenView Gateway®

Salentica CRM provides actionable custody account data through the Schwab OpenView Gateway® to improve client service, operations and compliance – a significant efficiency optimizer for RIAs. […]
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