Shufro Rose Keeps Firm Operations and Client Service Running Seamlessly in Time of COVID-19 CrisisShufro Rose — a New York City-based independent wealth management firm servicing more than 1,200 clients and $1.5 billion in… Read more
How Girard Securities Improved Broker-Dealer Technology for Field AdvisorsAutomating Broker-Dealer Blotter Submissions with Back-Office Software Girard Securities is a full-service broker-dealer that supports 325 licensed financial advisors and team members… Read more
Hanson McClain’s 30-Minute New Account Opening ProcessDigitizing Paper Applications and Client Onboarding Hanson McClain is an independent investment advisory firm that provides financial consulting services to more… Read more
Old Line Bank Expedites Loan Application Processing in 23 BranchesDiscover how Old Line Bank centralizes information access and automates the processing of a wide range of account documents with… Read more
Al Hewitt IncAl Hewitt Inc./Hewitt Financial Group (HFG), headquartered in Palmdale, CA, is a combination fee-only Registered Investment Advisor (RIA) and tax… Read more
