Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Colorado Springs, CO – September 18, 2012 – Insurance Technologies, LLC a provider of innovative sales and regulatory automation solutions to the insurance and financial services industries, announced today the release of FireLight®...
FAIRFIELD, CT—September 13, 2012—Foundation Source, the nation's largest provider of comprehensive services for private foundations, today unveiled its new look, along with its fully redesigned website, www.foundationsource.com...
Ontario, CA – September 12, 2012 – Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries, today announced that The Phoenix Companies, Inc. has added certain...
Social media sites continue to proliferate and nobody has a crystal ball that tells us which sites will be dominant in the future. For the purposes of our latest research project we went beyond the Big Three (Facebook, Twitter, and LinkedIn) ...
Go with the flow? Maybe not. When looking at options to update your firms’ technology, sometimes keeping things simple—and separate—is the best option.