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4 Best Practices for API Implementation
“The concept of an API pre-dates the advent of personal computing, let alone the web, by a very long time.”– Martin Bartlett, ProgrammerBack in February 2000, Salesforce.com became the first...
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Four Challenges in Managing Oversight of Your Rep as PM Program
With the shift towards asset fee-based compensation for investment management, many brokers and financial advisors are registering their own portfolio strategies in a representative as portfolio...
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Three Ways Chief Investment Officers Are in the Dark
Chief Investment Officers (CIOs) at Wealth Management firms have a hard job, whether it’s keeping an eye on the economy, overseeing investments, or managing a team of front office professionals. One...
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5 Tips to Elevate Your Firm with Automated Billing
The days of mailing paper invoices to clients and receiving envelopes containing paper checks is a dim memory for most businesses. In this age of electronic transfers and digital currencies, an...
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