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Keyword: Technology

314 results found

The forces of technology: automation and augmentation

Using technology to augment your practice can help strengthen your relationships with clients

By: David Reeve
January 24, 2020 January 24, 2020
16:18

New platform designed to serve clients with smaller accounts

Agora's Private Client Platform offers model portfolios tailored to clients with average account sizes

By: Maddie Johnson
January 15, 2020 January 27, 2020
15:10

Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office

New subscription service helps dealer firms meet KYP requirements

ShelfMonitor scans for changes to investment products

By: IE Staff
January 14, 2020 January 14, 2020
12:02

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Almost half of financial services tasks could be enhanced by technology: Study

Modernizing technologies could lead to billions in productivity gains in coming years

By: Maddie Johnson
December 16, 2019 December 16, 2019
11:14