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Managing Managers: Tamale Supports Due Diligence for Cornerstone Advisors banner image
02-Jul-2020

Managing Managers: Tamale Supports Due Diligence for Cornerstone Advisors

By: Leigh Tartaglia

Tamale RMS® is SS&C Advent’s award-winning research management solution, designed to help firms make more effective use of all the research data pouring into their offices, and ultimately make better-informed investment decisions more efficiently.

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Building a Technology-Forward, Modern Wealth Management Firm banner image
25-Jun-2020

Building a Technology-Forward, Modern Wealth Management Firm

By: Timothy Welsh

Founded by veteran advisors with an unparalleled record of accomplishment, AdvicePeriod is “reinventing wealth management, because the current model is outdated,” says the multi-award-winning firm on its website home page.

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Compliance and Technology: Restoration Tips Post Covid-19 banner image
22-Jun-2020

Compliance and Technology: Restoration Tips Post Covid-19

By: Shana Bruner

A panel of experts explores these questions more in-depth in our recorded webinar, Key Compliance & Technology Considerations During and After the COVID-19 Pandemic.

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