IFSSep 8, 2020Is there a way to move to a new firm that isn’t a grueling task for you and your client?Wealth management firms gain more control over their advisor transition experience with these three keys to successful transitions.
IFSJun 4, 2020Why a Crisis is the Right Time to Upgrade Your Account Opening System Introduction The coronavirus pandemic will make lasting changes to how we do business. While business leaders are thinking about how that...
IFSMar 23, 2020Data is Driving Our Future So Leave the Forms Behind Virtual forms should be replaced with the underlying data that is relevant for each process to liberate people from the tyranny of forms!