Innovative Financial Management Platform consistently ranked the highest in customer satisfaction in the prestigious T3/Inside Information Advisor Technology Survey
InterGen Data partners with CentSai to provide financial education that empowers individuals and advisors to make better and more informed decisions during one’s most important life events.
Hubly Inc., a process management system built specifically for the financial advisory market, today announced the launch of Partner Workflows. Designed to help TAMPs, custodians, broker-dealers, […]