The collaboration brings together Schwab's industry-leading custody infrastructure with NDEX's advanced data and workflow automation, giving wealth managers, RIAs, and family offices a more seamless, ...
HOBOKEN, N.J.--(BUSINESS WIRE)--NICE Actimize, a NICE (NASDAQ: NICE) business was named a category winner as ‘Most innovative Client Onboarding & Lifecycle Management” solution in A-Team Group's 2024 ...
With artificial intelligence quickly transforming the ways in which financial advisors and wealth management firms do business, Financial Planning is recognizing outstanding work in the field. Our ...
One of the most important aspects of adding new clients to a financial planner's practice comes in the form of discussions that have little to do with investment "alpha" or fancy strategies.
NEW YORK--(BUSINESS WIRE)--OneVest, a leader in wealth management technology, today announced the launch of its platform capabilities in the United States. The company’s highly configurable platform ...
St. Petersburg, Fla.-based Dynasty Financial Partners has hired Lindsey Strawhecker as its new director of transitions. Strawhecker, who joined Dynasty after a 19-year stint with Raymond James, will ...
If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...
We often observe that even the most mature and established B2B solution providers can fall into a common pitfall: hyper-personalization of the onboarding experience, compensating for the lack of a ...
North America's leading multi-custodian data utility and wealth-management platform today announced a new integration designed to simplify advisor workflows: an enhanced single sign-on (SSO) ...
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