01/16/2018

Emotomy Integrates With Interactive Brokers

Advisors can now use Emotomy for a seamless online client onboarding experience which includes electronic signatures of the advisor's agreements and disclosures as well as account opening at Interactive Brokers.

01/10/2018

Equisoft enhances wealth management services

Thecompany provides banks, brokerage firms, mutual fund manufacturers and insurerswith cost-effective configurable solutions based on an extensive portfolio ofretirement planning tools.