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AssetBook | August 25, 2021
AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced that they have completed integrations with Wealthbox® CRM, a modern client relationship management tool. Wealthbox helps financial advisors better manage workflows and client relationships. The Pulse by AssetBook platform provides financial advisors and broker-dealers a customized solution with a dynamic yet simple user interface that leaves time for what matters most: the advisor's clients.
Fenergo | June 18, 2020
Fenergo announces the launch of Fen-Xcelerate, a lower cost, cloud-based version of Fenergo's CLM solution.
The cloud-based solution, powered by Amazon Web Services (AWS), delivers frictionless, end-to-end customer journeys and client lifecycle manageme...
Sanctuary Wealth | June 17, 2022
Sanctuary Wealth, home to the next generation of elite advisors, is pleased to announce the launch of a customized alternative investments platform for its partner firms, that streamlines the complexities of managing alternative investments across their full investment life-cycle.
With our new platform, Sanctuary Wealth becomes the first hybrid RIA to offer this kind of digital access to alternative investments, where everything has been sourced and vetted by...
Markacy | July 07, 2022
Remote Work, HR departments, HR TechMarkacy, (“the Company”) a digital strategy and marketing firm headquartered in New York City, today unveiled its Finance-Based Marketing solution (“FBM”). This new capability is aimed at methodically improving profitability and empowers brands to identify immediate cost savings and marketing efficiencies without sacrificing long-term growth. FBM is an evolution of Markacy’s financially driven approach to digital and e-commerce di...
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