ROCKVILLE, Md., Oct. 4, 2012 /PRNewswire/ -- Fortigent, LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting high-net-worth clients (HNW) ...
RIA publications and the conference circuit are filled with articles and breakout sessions titled “The Digitization of Advice” or “The Amazon and Netflix Effect on Our Industry”—all discussing the ...
Financial planning software developer Advicent is providing certain financial advisors with free access to the client portal of its NaviPlan platform, from April 1 through the end of next year, ...
Aggregate all types of investments – Equities, Fixed Income, Alternatives, Private Equity, and Illiquid Assets – into one unified portfolio Present investments to end clients in customizable language ...
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