INTX Insurance Software (“INTX” or “the Company”), a provider of a fully integrated, single solution to the entire P&C insurance policy lifecycle, today announced its official North American launch ...
Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
Financial planning and analysis software firm Conquest Planning has a new CEO; Brad Joudrie will succeed Mark Evans on Jan. 1. Joudrie joined Conquest in 2019 and was previously the chief revenue ...
Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...
More than two years ago, Massachusetts Mutual Life Insurance Company announced it would be licensing Advisor360°’s software for the use of its thousands of advisors. After months of smoothing out back ...
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