Atlas VMS has appointed Trey Cole as VP of client engagement for its AIM-Port Platform Solutions Division. Cole will focus on strengthening customer relationships and promoting adoption of the ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

ATLAS SP Partners (ATLAS), a global investment firm providing bespoke structured credit and asset-backed finance solutions, has chosen FIS’ Commercial Loan Servicing Solution to help drive and ...