comparemela.com

Latest Breaking News On - Jon patullo - Page 1 : comparemela.com

Tech, wealth management experts help launch ADVISE AI, Financial Planning's new conference

Tech, wealth management experts help launch ADVISE AI, Financial Planning's new conference
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Cambridge
Cambridgeshire
United-kingdom
Andrew-altfest
Daniel-bernstein
Brian-wallheimer
Tyrone-ross
Suzanne-siracuse
Oleg-tishkevich
Jon-patullo
Susan-theder
Timothyd-welsh

Apex Launches New User Interface For Advisors at T3

Apex, long known as a master of API integrations has built a fast, modern user interface for advisors.

Jon-patullo
Las-vegas
Olivia-eisinger
Custodian-apex-fintech-solutions
Apex-fintech-solutions
Veo-open-access
Apex-fintech
Client-view
Amove-money

Panoramix Partners with Apex to Create Fully-Digital New Account Opening Capability

Eagan, MN (PRWEB) June 06, 2023 Panoramix, an innovative advisor technology platform focused on financial advisor performance reporting and client billing,

Chris-hastings
Jon-patullo
Apex-advisor-solutions
Apex-fintech-solutions
Sapphire-software-services-inc
Advisor-technology
Chief-product-officer
Software-services-inc
Fintech-solutions
Apex-clearing
Apex-silver
Press-release

ON THE MOVE: AllianceBernstein Names Erin Bigley; Nila Das to Proof Trading

The weekly recap of new hires, promotions and job changes in capital markets trading and technology.

New-york
United-states
Dallas
Texas
London
City-of
United-kingdom
Jennifer-nayar
Erin-bigley-nila-das
Ed-fandrey
Erin-bigley
Olivia-eisinger

Schwab revamps iRebal, but the software remains TD exclusive until 2023

Enhancements include a new dashboard view and a grid interface for porting data from other programs.

Justin-difilippo
Jon-patullo
Invesco
Advisor-center
Schwab-advisor-services
Model-market-center
Td-ameritrade
Schwab-advisor-solutions
Charles-schwab
Schwab-advisor
Riskalyze-trading
Fearless-investing-summit

vimarsana © 2020. All Rights Reserved.