Home Software

Keyword: Software

167 results found

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
High angle view of businesspeople shaking hands and closing a deal

Kronos is best known for its investment and insurance customer relationship management application and a financial needs analysis tool

Financial technology business investment concept illustration with data computer background

Outdated practices impose significant costs on the financial industry