Refinitiv today announced a strategic partnership agreement with Appway, a provider of leading client onboarding solutions, to fully integrate their suite of onboarding capabilities on the […]
Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]
Orion Advisor Services, LLC (“Orion”), a leading portfolio management solution provider for registered investment advisors, announced today it has acquired Advizr, Inc., a financial planning and […]
Oranj has taken the next step in their quest to help advisors spend less time managing and more time advising clients through simple, yet elegant and […]