11/07/2018
Box integration with SS&C Black Diamond enables advisors to access files easily and securely from customizable, cloud-based, all-in-one platform
11/05/2018
Such a product is certain to find a gracious market in quick order, and that they have a patent on the idea means they might for an extended period be the only game in town — if they commercialize it.
11/02/2018
This 75-page report is a deep-dive into practices observed in both industries, with commentary on key areas of alignment and misalignment—a must read for any firm that is re-evaluating their employee value proposition and total reward strategy to al
11/01/2018
SigFig’s CoPilot platform is a full stack solution that intelligently automates front, mid- and back office administrative tasks, allowing advisors to focus on fostering relationships with their clients
11/01/2018
The change, made possible by the acquisition, lets customers access accounts with much higher interest