Leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.
In financial services, billing may not be a favorite topic for some. It can be time consuming, complex, and often just... uncomfortable. Very few financial advisors chose their profession because they enjoy discussing fees or billing with their clients. But no advisor can stay in business if they don't.
With the rise and ever increasing popularity of self-service investment tools, traditional wealth management firms are finding that it’s imperative to adopt digital solutions to stay competitive.
Many financial advisors understand, intellectually, that they could enhance their practice by offering lending solutions to their clients...