Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
Today, CTX powers more than 50 banks across 60 countries, including several of the world’s top-20 institutions. During the ...
The Tamarac platform allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to automate more of their business.
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...
Southwest Securities has partnered with Orion Advisor Services to upgrade its performance reporting, accounting and regulatory processing services. The firm hopes the software will help keep pace with ...
Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.
Devon IT Releases DeTOS 7.3 Thin Client Operating System with HTML5 and Advanced Connection Features
KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT, a leading provider of thin client and virtual desktop solutions, today released DeTOS 7.3., the latest version of its Devon Terminal Operating System ...
KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT, a leading provider of thin client and VDI hardware and software solutions, today announced the availability of its VDI Blaster™ software via PayPal for ...
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