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 ...
Kelley Rating (one asterisk = lowest, five asterisks = highest): • Ease of navigation, design of interface and learning curve **** • Instructional documentation and help system **** • Carries out the ...
Guide staff to embrace the knowledge, attitudes, skills and behaviours that will institutionalise client responsive programming; Guide managers to systematically nurture and model the knowledge, ...
New York, NY – June 06, 2019 — Private Client Resources (PCR), the aggregator of choice for major wealth-management firms and technology providers, today announced that private equity firm Public ...
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