In the complex world of investment sales, transparency and regulatory compliance are paramount. One...
Read MoreTop 10 Family Offices in the UAE
March 27, 2024Top 10 Family Offices in the United Kingdom
February 8, 2024The 10 Best CRMs for Investment Firms to Consider in 2024
November 30, 2023Top 10 Family Offices in Canada
February 14, 2024
Technology
Gui Costin, Founder, CEO | December 21, 2023
Salespeople are expensive, and any firm leader wants their salespeople to be productive. Having...
Read More
Technology
Morgan Holycross, Marketing Manager | December 5, 2023
In the realm of investment management, the role of a CRM system cannot be overstated. Traditional...
Read More
Technology
Morgan Holycross, Marketing Manager | November 28, 2023
Anyone in investment sales knows the importance of having a clean, up-to-date database for your...
Read More
Technology
Morgan Holycross, Marketing Manager | November 2, 2023
While it might be true that with most software platforms, the relationship begins and ends when you...
Read More
Technology
Morgan Holycross, Marketing Manager | September 28, 2023
As institutional sales professionals, we understand selling into Insurance General Accounts is not...
Read More
Technology
Morgan Holycross, Marketing Manager | September 19, 2023
Through this report we’ve listed the positive and negative attributes for several different 13F...
Read More