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Feb 11, 2020

What else PORTIA can do to help overcome your investment operations challenges

Last time in this space, I outlined some recent enhancements to PORTIA  functions, integration points and more, in an effort to make sure clients are aware of all the ways PORTIA can help streamline and strengthen their investment operations. In this post, I’d like to highlight some additional capabilities that deserve attention as valuable extensions of your platform.  

Aug 1, 2019

Empowering advisors with integration using Salentica Data Broker™

Fure Financial is an independent financial planning firm dedicated to helping clients understand the complexities of retirement planning, investing, managing assets and debt, risk management, and estate planning. Because each person is unique, Fure Financial’s planning approach is to develop an in-depth understanding of each client’s situation as well as personal values, taking a holistic view to guide clients to their goals and cultivate rewarding relationships.

May 30, 2019

3 ways to use RPA for bottom-line impact

Faster and more accurate ways of doing business have always been a priority. Robotic Process Automation (RPA) can help reduce your costs while improving the quality of many repetitive, high-volume tasks.


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