If you’re in the investment sales business, then you likely already know that staying up-to-date on...
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Technology
Gui Costin, Founder, CEO | October 6, 2021
Picture this: it’s Monday morning and your boss is asking to review your activity reports for the...
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Technology
Gui Costin, Founder, CEO | September 24, 2021
If you sell in the RIA channel, you already know that there are no shortage of firms to call on...
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Technology
Gui Costin, Founder, CEO | September 17, 2021
We all spend a lot of our days sending emails. Now imagine if you had the tools to make that...
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Technology
Gui Costin, Founder, CEO | July 16, 2021
If you work at an investment firm, you know that every meeting matters. What you do before, during,...
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Technology
Gui Costin, Founder, CEO | March 5, 2021
If you’re in the investment industry, you know how hard it can be to trust a database that promises...
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Technology
Gui Costin, Founder, CEO | February 26, 2021
If you’ve ever looked at your CRM or your database of accounts and contacts and felt overwhelmed by...
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