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How to Build a Technology Stack to Help your Firm Soar

Posted on June 20, 2018

Fintech can seem overwhelming to most advisers. What is essential and what is superfluous? Teri Shepherd and Ben Mathis of Carson Group offer some ideas to InvestmentNews.

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Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

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Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

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