Insights for RIAs and Broker-Dealers

We’ve been hard at work releasing new software features and talking with advisors to discover new ways to add value to provide value! 🙌

When developing an investment strategy, authentic information sources and real-time data are required by financial advisors to help their customers reach their financial goals. ...

So far in 2022, we’ve made several exciting updates including support for multiple templates for Proposals & IPS, the option to display securities when listing assets in ...

In December, we’ve made several exciting updates including adding the Portfolio Risk Score section to IPS, improving the custom section’s inline editor, and more. Scroll down for ...

New Enhancement: Customize asset classification and improved asset listing look and feel This enhancement provides the control to the advisor on how to list and name the different ...