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Shufro Rose Keeps Firm Operations and Client Service Running Seamlessly in Time of COVID-19 Crisis

Shufro Rose — a New York City-based independent wealth management firm servicing more than 1,200 clients and $1.5 billion in…

How Girard Securities Improved Broker-Dealer Technology for Field Advisors

Automating 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…

Hanson McClain’s 30-Minute New Account Opening Process

Digitizing Paper Applications and Client Onboarding Hanson McClain is an independent investment advisory firm that provides financial consulting services to more…