Tag: Client Reporting for wealth management

September 30, 2020 David Gemma

Financial Services & Technology News for September 2020
Ransomware – Tesla Targeted in a Bribery-Fueled Attack Last Month
New Tech – Microsoft 365: New Features & Functionality
Webinar – Deal Making in Uncertain Times with Refinitiv
Covid-19 – New Battery Powered Air-Purifying Face Mask
Fun – Board Games are Making a Comeback in a Big Way
Child Safety – Online Security Tips for Kids
Blog – How to Stop Cybercriminals During the Pandemic & Remote Work
Product Spotlight – Personalized Client Reporting Designed to Exceed Expectations
Featured Service – Multi-Stage CyberSecurity Protection & Proactive Detection
Trivia – The Science of Autumn Foliage

July 31, 2019 David Gemma

Financial Services & Technology News
Video – Safe Web Browsing Techniques in 60 seconds!
Another Quarter End, Another Painful Client Reporting Fire Drill?
Solution – It’s Time for a Smart Reporting Solution to Help Your Firm!
Operations – Streamlining Client Service Operations
Tech Buzz Words in Financial Services that You Should Learn
CyberSecurity Impact on Markets – US Commodity Futures Trading Commission
Technology – Infor CEO Charles Phillips Talks Tech
Article – What are Virtual Private Networks (VPNs)?
Compliance – Tools & Guides in the FINRA Compliance Toolbox
Monthly Trivia Question – Most Dangerous Month of the Year for Stock Speculation