12/30/2012

Raymond James Takes Advisor Sites Mobile

The mobile app, whether accessed through an advisor’s website or directly, provides our on-the-go clients the information they need to track their investment portfolios and market information

11/20/2012

Advent Software expands in Canada with addition of Scotiatrust

Scotiatrust is a leading Canadian provider of personal trust services and personal and institutional custodial services, offering a complete range of estate, trust and agency services to individuals, family offices, charitable organizations and institutio