The acquisition will help Altruist double the footprint of its RIA-exclusive services and product offerings which already include digital account opening, trading, reporting, and billing.
Joel Bruckenstein of T3 and Bob Veres of Inside Information presented their initial observations and high-level findings related to the 2023 T3/Inside Information Software Survey. The […]
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.