The Future of CX Has a New Name: Valian
Veteran portfolio management software provider sets new industry standard for advisors seeking to deliver a next-level client experience with latest release.
The June Pulse Report: Financial Advisor Newsletter
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The June edition includes: 1) It’s official – our latest integration 2) We’ve got the hookup – current integrations 3) Note from the CEO 4) Upcoming Closure For more news from AssetBook and to read the full…
The May Pulse Report: Financial Advisor Newsletter
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The May edition includes: 1) Exciting upcoming announcements 2) Our latest blog post from CEO Marwa Zakharia entitled “People, Not Pitches” 3) May Conference Recap 4) Upcoming Closures For more news from AssetBook and to read the…
The April Pulse Report: Financial Advisor Newsletter
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The April edition includes: 1) Redtail integration update 2) Our latest blog post from CTO Miguel Zakharia entitled “If You Can’t Beat ‘Em, Buy ‘Em” 3) Where we’ll be in May For more news from AssetBook and…
The March Pulse Report: Financial Advisor Newsletter
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The March edition includes: 1) Information on our next FinTech Focus Hour webinar, featuring Bob Veres and Joel Bruckenstein 2) Our latest blog post from CEO Marwa Zakharia entitled “Next-Gen Wealth Holders: How Paradigms in Behavior Will…