The Birth of a Technology Platform

Prior to the launch of our broker-dealer, we saw a need for a more intuitive user experience when interacting with our firm. As we sat down at a conference table overlooking Tampa Bay in the early hours of a cool March day, our team had an epiphany.

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Choosing a CRM for Financial Advisors

Problem solvers are the cogs that fuel innovation. Throughout history, they’ve come and gone, solving some of life’s greatest mysteries. Someone sees something that they don’t like and try to fix it.

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