Most trading outages are traced back to software problems, it finds
Factors that drove higher interest coverage appear to be in reverse
AdviceSuite to be incorporated into CGI Wealth360
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