September 19, 2016
Published by Joel Bruckenstein at September 19, 2016
Categories

Portfolio Management, Reconciliation and Accounting – Some Thoughts on Outsourcing for Financial Advisors

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 […]
Do you like it?0
0 Read more
June 15, 2016
Published by Bob Veres at June 15, 2016
Categories

Compliance Made Easier through Technology

Compliance is complicated, right?  Wouldn’t it be nice if there was an app for that? There is.  In fact, there are two of them.  Plus a […]
Do you like it?0
0 Read more
June 14, 2016
Published by Joel Bruckenstein at June 14, 2016
Categories

Bob Veres’ Insider’s Forum is More than a Conference

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 […]
Do you like it?0
0 Read more
April 27, 2016
Published by Bob Veres at April 27, 2016
Categories

The Evolution of Professional Software for Advisors

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 […]
Do you like it?0
0 Read more
April 21, 2016
Published by Bob Veres at April 21, 2016
Categories

Advyzon Solves the Whole Puzzle

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 […]
Do you like it?0
0 Read more