*SEPT/OCT 2022 Newsletter – 2022 Top 50 Financial Advisors, UNAPEN Named Best IT Provider in Connecticut, Digital Onboarding for Wealth Mgrs, EndPoint Backup Solutions October 31, 2022 David Gemma Posted by David Gemma on October 31, 2022December 6, 2022 Financial Services & Technology News Read the September/October 2022 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!
