FCI , a Managed Security Service Provider (MSSP) dedicated to the financial services industry, and Workplace by OS33 (a suite of turnkey SaaS solutions that enables […]
The technology sector is arguably the most dynamic aspect of the financial planning/investment advisory profession today. Custodial capabilities are evolving in an arms race of new […]
From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
During the last few weeks, I’ve had the opportunity to attend both the Orion FUSE event and the SS&C/Advent Deliver Conference. The two events could not […]
As one of the most enduring and insightful thought leaders in our sphere, Bob Veres (www.BobVeres.com) is continually trying to figure out how to improve and […]
I’m walking through the T3 exhibit hall, enjoying that “kid in a candy store” experience that young techies feel at the Consumer Electronics Show. There seems […]
It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]