Platforms have vastly improved their bulk processing capabilities, particularly as financial advisers come to dread the new fee consent renewal process, SuitabilityHub managing director Recep Peker ...

According to a new report, platform providers are in a race to deliver the most impactful AI tool to the advice industry as ...

German investment manager Patrizia has broadened its presence with the establishment of its first Middle East office in Abu ...

Built-in AI and smart recommendations do the heavy lifting for you. Seamlessly use Forms with your favorite apps to connect with audiences where they are. Easily share surveys to collaborate across ...

jtx Board allows you to manage your Journals (like meeting minutes), Notes and Tasks in one Android app. The app is compatible with the iCal standard (RFC5545) and is integrated with DAVx5 to allow ...