Search Results for: Redtail CRM

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
Finance Fintech News

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

Fintech News Desk
by Fintech News Desk0
Docupace Platform specially-designed to meet the needs, flexibility and delivery requirements of the RIA market Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to......
Mobile Assistant Announces Open API Initiative to Power Effortless Meeting Note Syncing Between Fintech Apps
Fintech News

Mobile Assistant Announces Open API Initiative to Power Effortless Meeting Note Syncing Between Fintech Apps

PR Newswire
by PR Newswire0
Mobile Assistant, the financial services industry’s leading transcription service, has announced numerous updates. The company has announced it is building an Open API for its integration partners, additional tools to support enterprise advisory teams, and unveiled a completely new company brand to support its enhanced mission. Latest Fintech Interview: Global......
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