In 2014, Wealthbox, a CRM system for all financial advisors was introduced. Wealthbox is renowned for its cutting-edge product design and strong, user-friendly user interface. It is integrated with top administrators and wealth-tech partners.
When developing an investment strategy, authentic information sources and real-time data are...
Users of the award-winning Smartria compliance management platform will gain access to real-time...
Retirement planning is all about managing risk, right?
You can’t control investors who greed in and out of the markets at the wrong times, right?
Using advanced methods similar to the leading institutional investors like PIMCO, Stratifi...
A risk approach is widely used among institutional investors, but many individual investors and...
In February of 2020, markets experienced an event that nobody had predicted.
A risk score is supposed to be an objective, quantitative measurement of an investor’s true risk...
News provided by Bridge Financial Technology | Jun 14, 2022, 10:00 ET | Read on PR Newswire
