Traders Magazine spoke with Shantanu Goyal, Head of Agency Trading, Product Management, Broadridge, who won Best Order Management System at the 2024 Markets Choice Awards. Broadridge’s OMS is a ...

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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

SANTA MONICA, Calif.--(BUSINESS WIRE)--Communify Fincentric, a leader in unifying market and client data through best-in-class digital solutions for the financial sector, today announces the launch of ...

What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...

Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...