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Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Financial Advisor Magazine, Washington Business Journal, and Inc. - Vimarsana News

Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Financial Advisor Magazine, Washington Business Journal, and Inc.

Published: August 29, 2023

/PRNewswire/ -- Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top...

Source: prnewswire.com
Related Topics:
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Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking - Vimarsana News

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

Published: August 22, 2023

/PRNewswire/ -- Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model...

Source: prnewswire.com
Related Topics:
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Advyzon Named Finalist in 2023 Wealth Management Industry Awards and ThinkAdvisor Luminaries Awards - Vimarsana News

Advyzon Named Finalist in 2023 Wealth Management Industry Awards and ThinkAdvisor Luminaries Awards

Published: June 30, 2023

/PRNewswire/ -- Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, has...

Source: prnewswire.com
Related Topics:
United StatesNew YorkHailin LiJohn MackowiakPrnewswire AdvyzonImpact Communications IncInformation SoftwareTechnology ProvidersAdvyzon Investment ManagementIndustry AwardsZiegfeld BallroomAdvisor Luminaries AwardsInvestment InnovationLuminaries AwardsExecutive LeadershipChief Revenue OfficerAnnual Thinkadvisor Luminaries Awards DinnerNew York CityAdvisor LuminariesAwards DinnerAdvyzon QuantumInside Information Software SurveyAll In One Software