RockDove Solutions, business continuity experts and developers of innovative critical event management solutions, is certified as meeting the highest standards for managing and securing clients’ data.
Thistle Initiatives has partnered with WealthTech Pros to create an asset migration tool for advisers. The tool aims to help advisers and wealth managers accelerate asset migration across platforms, ...
The company also recently launched native dashboarding, which looks sleek and will certainly be something to show off on the floor at conferences throughout 2025.