John O’Connell

December 6, 2023

New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth

Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to optimize the liabilities side of their clients’ balance […]
December 1, 2023

Comprehensive Whitepaper on Alternative Investment Technology Available Now

A new whitepaper called “Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage” is available now. Developed in partnership with research provider Blue Vault, fintech consulting […]