Tag: Affinity Data Repository for Advisors

December 9, 2021 David Gemma

Financial Services & Technology News for November/December 2021
– Digitalization of Wealth Mgmt, – Shop Online Securely,
– Tech & Ops Trends in Wealth Mgmt,
– Phishing Attacks Guide,
– Avoid These CyberSecurity Pitfalls
– Affinity Data Repository for Advisors

October 29, 2021 David Gemma

Financial Services & Technology News for October 2021
– 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
– How can Advisors Simplify the Daily Challenges of Client Relationship & Business Mgmt?
– Video: Affinity™ Data Repository for Advisors