Combining UMAs with Robos to Serve More Clients
Combing the unified managed account model with robo-advice platforms could help advisors tap the affluent investor market...
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Innovest Recognized Among 20 Most Promising Banking Technology Solution Providers 2016 by CIOReview
Innovest joins an elite number of companies that have earned a spot on 20 Most Promising Banking Technology Solution Providers 2016 by CIOReview.
7 Must-Have Features of Modern Trust Software
While innovation in design and delivery is often derided as a distraction from the tasks the platform needs to support, sometimes the optional value a
3 Ways to Ask for Referrals
All advisors love it when clients recommend them to family and friends. And by this point, most of you know that referrals are the most reliable sources of new business.
An Optimized Platform for Understanding, Researching and Selling Structured Products
In many ways, structured products are a solution that to a problem that flies under the radar of most investors and advisors.
