Financial advisors can be exposed to a great deal of stress - that doesn't mean your skills have to suffer. Here are our best tips for success.
Read more →Financial advisors can be exposed to a great deal of stress - that doesn't mean your skills have to suffer. Here are our best tips for success.
Read more →Due to constantly changing regulatory requirements, many financial institutions are shifting towards the cloud due to its ease of use. Cloud compliance in finance can provide a wide range of benefits - something that companies of all sizes have been discovering.
Read more →Attracting high net worth individuals can take your firm to the next level. These types of clients are those that some financial advisors dream of. However, only a lucky few will be able to entice and cater to these very sought-after clients.
Read more →The fintech industry is growing each year. With the blink of an eye, we are seeing new and exciting companies come on to the scene where customer needs are being met in innovative ways.
Read more →In order to keep up with client demands, stricter regulations, and project growth, many financial advisors are turning to smart technology. With the use of technology, those who work in the asset management industry are digitally delegating their tasks, increasing their productivity levels, and fast becoming forward-thinking professionals in their field.
Read more →In the past, marketing efforts such as cold-calling and traditional advertising may have been effective. However, currently, the online space is where people are searching for services and it’s digital marketing that’s driving results.
Read more →BRITech expands its franchise distribution channel and reaches Iberia (Spain & Portugal) during the second half of 2020, BRITech carried out a selective process to find a distribution channel for its digital solutions for “Wealth Management”, reaching, after a few months, an agreement with Finanhub.
Read more →Fill out the form below and we will contact you to schedule a demonstration of our Investment Management solution
Fill out the form below and check what Portal can do for your business
