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📣 Just Announced: Jump - Advisor AI supercharges Wealthbox integration to expand meeting automation capabilities. Learn more 👉…
📣 Just Announced: Jump - Advisor AI supercharges Wealthbox integration to expand meeting automation capabilities. Learn more 👉…
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Thank you to The Wall Street Journal WealthManagement.com ThinkAdvisor Citywire Digital Wealth News Wealth Solutions Report InvestmentNews AdvisorHub…
Thank you to The Wall Street Journal WealthManagement.com ThinkAdvisor Citywire Digital Wealth News Wealth Solutions Report InvestmentNews AdvisorHub…
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We are excited to announce that Chris Trujillo has joined LoanPro’s executive team as General Counsel! A longtime General Counsel for Galileo…
We are excited to announce that Chris Trujillo has joined LoanPro’s executive team as General Counsel! A longtime General Counsel for Galileo…
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Experience & Education
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We are thrilled to announce that Earned Wealth has secured a $200 million capital commitment to revolutionize financial services for healthcare…
We are thrilled to announce that Earned Wealth has secured a $200 million capital commitment to revolutionize financial services for healthcare…
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Genstar Capital, a private equity firm, completed the acquisition of a majority stake in Docupace, a provider of software to streamline back-office…
Genstar Capital, a private equity firm, completed the acquisition of a majority stake in Docupace, a provider of software to streamline back-office…
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We are excited to explore the LatAm market with EBANX! 👍🏻
We are excited to explore the LatAm market with EBANX! 👍🏻
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Discover the future of embedded finance with insights from industry experts. Pipe powers Payfacs and software companies to offer fast, frictionless…
Discover the future of embedded finance with insights from industry experts. Pipe powers Payfacs and software companies to offer fast, frictionless…
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📣 New Partnership! Learn about the new integration between Forms Logic + Wealthbox that simplifies client meeting processes. Learn more 👉…
📣 New Partnership! Learn about the new integration between Forms Logic + Wealthbox that simplifies client meeting processes. Learn more 👉…
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Wrapping up Q2 2024, the most successful quarter in Ottimate’s history, and one year officially as Director of ERP Strategy and Partnerships for…
Wrapping up Q2 2024, the most successful quarter in Ottimate’s history, and one year officially as Director of ERP Strategy and Partnerships for…
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Excited to share that FTV-backed Docupace, the leading operational excellence platform for financial advisors and wealth management firms, has…
Excited to share that FTV-backed Docupace, the leading operational excellence platform for financial advisors and wealth management firms, has…
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🌟 Acumen Information Systems is thrilled to share a testimonial from our valued client, Hospitality America! Thank you for your kind words and trust…
🌟 Acumen Information Systems is thrilled to share a testimonial from our valued client, Hospitality America! Thank you for your kind words and trust…
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Excited to share the announcement of our investment in Docupace. We’ve followed Docupace for years, and are proud to partner with the management team…
Excited to share the announcement of our investment in Docupace. We’ve followed Docupace for years, and are proud to partner with the management team…
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It is an honor to welcome the team at Genstar Capital to Docupace! Docupace has been on a mission to deliver the back office ecosystem that the…
It is an honor to welcome the team at Genstar Capital to Docupace! Docupace has been on a mission to deliver the back office ecosystem that the…
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We love our clients, and we especially love it when they love our leading #APAutomation AI software! Thanks for the shoutout, Isabel! See what…
We love our clients, and we especially love it when they love our leading #APAutomation AI software! Thanks for the shoutout, Isabel! See what…
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Is there a better way to celebrate a Boston Celtics championship than have the opportunity to host our clients in our home city for two days in June?…
Is there a better way to celebrate a Boston Celtics championship than have the opportunity to host our clients in our home city for two days in June?…
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COMPLY is excited to be launching the COMPLY Fiduciary Suite in partnership partnership with Dave Reeve, Parham Nasseri, CFA and the entire…
COMPLY is excited to be launching the COMPLY Fiduciary Suite in partnership partnership with Dave Reeve, Parham Nasseri, CFA and the entire…
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We love Acumen Information Systems! 🚀 Acumen's expertise and Ottimate's AP Automation AI are the perfect combination to back your hospitality…
We love Acumen Information Systems! 🚀 Acumen's expertise and Ottimate's AP Automation AI are the perfect combination to back your hospitality…
Liked by Robert Anderson
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I enjoyed talking with Greg Bartalos on Barron's Advisor's “The Way Forward” podcast at our recent Morningstar Investment Conference in Chicago. From…
I enjoyed talking with Greg Bartalos on Barron's Advisor's “The Way Forward” podcast at our recent Morningstar Investment Conference in Chicago. From…
Liked by Robert Anderson
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