Tech News: Top New Products 2023: Call for nominations
Plus, nominations open for Top 2023 100 ProAdvisor Awards Program; TaxBit, E&Y launch digital asset solution suite; and other tech news.
Stay updated with breaking news from Software Integration. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Plus, nominations open for Top 2023 100 ProAdvisor Awards Program; TaxBit, E&Y launch digital asset solution suite; and other tech news.
Customers can use the company's application programming interfaces to set up automatic bill payments and donations, block transactions that would break their budget, and more.
Furniture Industry News: Together this combined technology allows operational data from the Tools2Win point-of-sale integrations to be used by PerformNOW’s powerful CRM software.
At FP’s INVEST conference, Julia Carreon and Aaron Klein explained how common misconceptions are clouding wealth managers’ visions for the future.
Speakers at FP’s INVEST Conference explained why recruiting and adoption of new tools loom so large over the future of wealth management.