Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently announced two new enhancements to […]
In light of the SEC’s release of its Regulation Best Interest proposal last week, AdvisoryWorld, a leading software provider for financial advisors, today announced a relaunch […]
TrueProfile LTD, a division of Capital Preferences and provider of a unique platform for financial advisors that reveals their clients’ true risk tolerance, loss aversion and decision consistency as […]