Inside Information

November 2, 2017

Riskalyze: Much More than a Risk Number

From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
February 14, 2017

Download the New Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful […]
June 29, 2016

Bob Veres On … The Pre-Engagement Engagement

While at the T3 Advisor conference, February 2016, Bob Veres of Inside Information / Insider’s Forum talked with Marie Swift of Impact Communications about technology for […]
April 21, 2016

Advyzon Solves the Whole Puzzle

It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]
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