The client experience—from an advisor/firm and advisor/client perspective—is a differentiating factor in an independent advisor’s success. In this white paper, you’ll learn how partner firms can support advisors and why choosing…
Risk management has received a lot of attention from international accounting bodies, regulators and risk management associations. Numerous guidelines have been developed to help manage and mitigate credit, receivables, compliance and supplier risk. Mo…
For insurance organizations, adapting to rapid change is critical—making a unified application development platform an essential part of their enterprise technology stack. Strong development platforms are accessible to both developers and non-tec…
Every company has some form of a compliance framework. However, the effectiveness of that framework depends entirely on the organization, its tools and the processes they’ve implemented towards their compliance considerations and most importantly, its …
Read our latest eBook to understand how Business Payments Coalition (BPC) is working to streamline the Procure-to-Pay process by improving the efficiency and effectiveness of B2B payments in the US. Key…
Looking to become a world-class finance function, Serco has always understood the importance of investing in technology to improve and standardize processes. Serco had been struggling with a highly manual spreadsheet-dependent process for its financial…
Ecommerce businesses are once again facing disrupted consumer demand and behavior, supply chain shortages, unchecked inflation and global economic unrest. And as with any period of uncertainty, fraudsters find opportunities to exploit security blind sp…
The past year has taught us to reimagine how we connect, learn, and work. As an independent RIA, having the right digital tools and platforms can offer a simpler, faster, and more secure way to support your clients and manage your business. This cas…
The COVID-19 crisis has kept our industry on its toes, pushing firms and clients to find new ways to communicate and collaborate in spite of new difficulties. If anything, it has underscored how important it is to use technology to your benefit. …
Learn why billion-dollar teams are breaking away to pursue the independent model and redefine the advisor industry. Discover the converging forces fueling the Registered Investment Advisor ("RIA") movement. Learn the advantages teams …
