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 ...
In the competitive realm of business development, efficiency and effectiveness are paramount. Proposal management software ...
Venzee Technologies Inc. (TSXV: VENZ) ("Venzee" or the "Company") is pleased to announce that it has entered into a transaction agreement dated October 31, 2025 (the "Transaction Agreement") with ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. FNZ appoints James Dunne as Managing Director, Client Management and ...
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