Traders Magazine spoke with Shantanu Goyal, Head of Agency Trading, Product Management, Broadridge, who won Best Order Management System at the 2024 Markets Choice Awards. Broadridge’s OMS is a ...
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...
Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...
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