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Keyword: Software

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Graph tablet

Most trading outages are traced back to software problems, it finds

Hands adjusting risk

Factors that drove higher interest coverage appear to be in reverse


AdviceSuite to be incorporated into CGI Wealth360

investing in technology

My Financial Benchmark and Financial Calculators will be in one hub

hi-tech technological background

Initiative aims to streamline compliance, facilitate automation

client onboarding technology

Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software

hand touching digital tablet

IG Wealth will be first financial services firm to use the platform

  • By: IE Staff
  • June 17, 2020 June 17, 2020
  • 12:35
Smiling businessman calculates taxes and gesturing thumbs up

Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device

Business and financial report with laptop Accounting economic

Mutual fund dealers and their advisors will gain access to more efficient, automated investment processes

Yarmouth, Me.-based firm brings expertise in claims management

  • By: IE Staff
  • August 16, 2018 October 17, 2019
  • 15:15