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
Rob Robertson, President of dakota marketplace | January 13, 2021
If you’re constantly scrambling to find people — the right people — to call on and set meetings...
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Technology
Gui Costin, Founder, CEO | December 17, 2020
Imagine finding the perfect piece of software that will totally transform how you and your team do...
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