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Press Release
Oct 22, 2018
ATA RiskStation™ Launches Enterprise Compliance Risk Dashboard
Compliance teams can set proximity risk tolerances for a firm, automatically monitor, portfolio risks that deviate from client tolerances.
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Press Release
Oct 30, 2017
Snappy Kraken Introduces Automated Marketing Campaign to Help Financial Advisers 'Raise Prospects From the Grave'
Mar-Tech Firm Announces Three New Ways to Reactivate Old Prospects and Impress Current Clients Using Modern Digital Means
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Press Release
Feb 2, 2017
T3 Technology Conference for Financial Advisory Firms Coming to Orange County, California February 14-17, 2017
Industry tech-ops guru Joel Bruckenstein sets the stage for impressive lineup of speakers, creates an "Electronics Super Show" experience
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