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 ...
Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...
With its January 2010 acquisition of Sun Microsystems, Oracle gained the MySQL open source database management software (DBMS) platform for enterprise IT environments. MySQL, which uses SQL ...
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