*OCT 2021 Newsletter – Franklin Templeton on M365 & Power BI, What Sets 10% of the Top 100 Financial Advisory Firms Apart, eBook: Protecting Data from Insider Risk, One-Handed Phone Tools & Tricks October 29, 2021 David Gemma Posted by David Gemma on October 29, 2021December 10, 2021 Financial Services & Technology News Read the October 2021 Newsletter >Don't get our newsletter? Subscribe here! Aggregate all your clients' assets and present a powerful visual story with Affinity Data Repository for Advisors and Power BI Dashboards!