George Svagera

January 11, 2019

What to Look For When It’s Time to Change Your Advisor Tech

The little banner across the face of your iPhone reminds you that it’s time to update your software, and it won’t go away until you accept […]
December 28, 2017

5 Things to Check Before Choosing a New Platform

When it comes to choosing the right technology solutions for your firm, you know it’s important to kick the tires and check under the hood of […]
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