Skip to main content

Tagged With "RIAs"

Simple Search
Everything
Topic

White Paper Explores Technology Solutions that Facilitate Paperless Straight-Through Processing for Financial Services Companies

Art Post ·
LOS ANGELES , Dec. 13, 2016 /PRNewswire/ -- Docupace Technologies, LLC, the financial services industry's leading provider of Straight-Through Processing solutions, has released an industry white paper to educate broker-dealers, registered investment advisors (RIAs) and other financial services companies about document processing and cybersecurity products they can use to create paperless workflows that are efficient, compliant and safe. The adoption of solutions that enable secure,...
Topic

Bluff Point Associates Acquires RIA Technology Solutions Provider True North Networks

Art Post ·
WESTPORT, Conn., and SWANZEY, N.H. (PRWEB) March 23, 2021 Private equity firm Bluff Point Associates has acquired True North Networks (“True North”), adding the managed services, private cloud hosting and Managed Security Service Provider (“MSSP”) to its growing portfolio of technology companies serving the financial services industry. The transaction closed on March 12, 2021, and deal terms were not disclosed. Founded in 2002, True North Networks provides SEC-compliant information...
Post

Membership Required

We're sorry. You must be signed in to continue. Sign In or Register
×
Are you sure you want to remove from your Block List?
×
Loading...
×
When you block a person, they can no longer invite you to a private message or post to your profile wall. Replies and comments they make will be collapsed/hidden by default. Finally, you'll never receive email notifications about content they create or likes they designate for your content.
Note: if you proceed, you will no longer be following .
×
Advanced Search
Advanced Search

Access to this requires a premium membership.

VIP/Premium Membership

A Premium Membership can carry you to the top of the sales ladder!

Premium Membership Includes:

  • Access to the Premium forums (I'm not going to post all of my secrets in the general forums, but I will post them in the Premium forums).
  • Unlimited downloads of all documents which include competitive proposals, Print4Pay Hotels "Pricing on the Street", competitive quotes, competitive sales orders, RFP's/RFQ's and word/xcel documents that I've created that will help you track your sales, self help sales documents, and much more!
  • As long as you're a Premium Member, you can lean on me for additional help with creative ideas of how to close the deal, add additional value with a third party solution, whatever you need in order to help WIN the deal!
  • Leads, every now and then I'll get a few leads from across the country, this is due the lead generation site I created and all the blogs I've written. A Premium Membership will enable you to receive these leads.

Follow the link on the forums to get your Premium Membership. If you're interested in a lifetime membership please send me an email arthurkpost@gmail.com and we'll send you a pay pal invoice of $399 of a LIFETIME Print4Pay Hotel membership.

$115.00 per 12 Months (plus tax if applicable)
×