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ATA RiskStation™ Launches Enterprise Compliance Risk Dashboard

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. Read More

Snappy Kraken Introduces Automated Marketing Campaign to Help Financial Advisers 'Raise Prospects From the Grave'

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 Read More

T3 Technology Conference for Financial Advisory Firms Coming to Orange County, California February 14-17, 2017

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 Read More

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