We’ve added increased functionality and made improvements to the user interface of our Orion integration in this month’s product update.
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Asset-Map, a Philadelphia-based financial technology company, today announced a new integration with SS&C Advent’s Black Diamond® Wealth Platform to streamline productivity for advisors using each platform and simplify the transfer of data to Asset-Map.
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As you enter a new year, take time to identify the three areas of the customer journey where you need to experience the most growth in your advisory firm.
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We’ve added increased functionality and an updated user interface to the Riskalyze integration in our latest product update. Check out the enhancements made to the integration.
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As we look toward the future, let’s take a moment to look back on the past year and count down our top ten blog posts from 2019.
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Our new integration with TD Ameritrade Institutional gives you a simple way to bring the Veo® Platform and Asset-Map platform together so you can quickly produce a new visual financial inventory for anyone.
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Did you realize that shoe cobblers still exist?
We call them shoemakers today, though they’re very few in numbers. You won’t see a shoemaker on every corner, but you may see a small mom-and-pop shop in an older part of a city.
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The modern client experience revolves around digital experiences in every area of life. We don’t hail taxis by hand anymore, we schedule an Uber from our smartphone…
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