We have joined forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.
We have joined forces with RightSize Solutions to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.
Our parent company name has changed, but our hosting services, solutions and Obsessive Support® have not.
Shareholder Services will be holding its annual conference for Independent Registered Investment Advisors to of discuss timely practice management and technology topics. Wes’s workshop session ‘Managing Your Company’s Security Policy’ we’ll provide useful insight and best practices including:
For all the details on the conference, visit: http://www.ssgconference.com