Questions: I am interested in compliance services for a small broker shop. What do I need to finish the CFPB requirements and how long will it take to complete? Q: I am a one-person Broker shop and ...
Trading technology provider Neovest has launched AlgoGenetics, a piece of software that the firm describes as a multi-broker algorithmic management system (AMS). Trading technology provider Neovest ...
Applied Systems Epic(TM) enters the insurance-selling and -servicing marketplace today, offering agents and brokers the automated system they asked for to do business now and in the future. Insurance ...
Streamlined Workflows, Better Team Collaboration, and Clearer Views of Sales Pipeline Through Customizable Dashboard That Connects Seamlessly to Existing SIG Management System MONTREAL, Quebec, Oct.
UNIVERSITY PARK, Ill.--(BUSINESS WIRE)--Insurance technology company Applied Systems today announced it has acquired Artizan Internet Services, expanding capabilities around agency and broker ...
Of the broker-dealers polled, 85% said that a customer relationship management (CRM) system is a critical element to maintaining communications and workflow between the back office and the advisors, ...
Question: I am interested in compliance services for a small broker shop. What do I need to finish the CFPB requirements and how long will it take to complete? Question: I am a one-person broker shop ...
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