document management

February 1, 2024

Advyzon Shines as Best All-In-One Software Solution for 7th Consecutive Year

Advyzon recently achieved high client satisfaction ratings in multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in […]
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. […]