My Financial Benchmark and Financial Calculators will be in one hub
Initiative aims to streamline compliance, facilitate automation
Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software
IG Wealth will be first financial services firm to use the platform
Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device
Mutual fund dealers and their advisors will gain access to more efficient, automated investment processes
Yarmouth, Me.-based firm brings expertise in claims management
Kronos is best known for its investment and insurance customer relationship management application and a financial needs analysis tool
Outdated practices impose significant costs on the financial industry
The Montreal-based technology firm recently acquired Apeiron Software and Planist