The Cost of an Outdated Sales Reporting System One of the challenges asset management…
Nicole CalliesFebruary 4, 2025
A common issue we hear from top AUM firms is that their in-house or vendor…
Tom OprendekJanuary 14, 2025
A s I approach my 30th year working in the software business servicing asset management…
David HalliganDecember 17, 2024
Press Release Larkspur, CA, November 2024 – SFS a fintech leader in sales reporting and…
Miriam SanchezNovember 12, 2024
I nterval funds, with their unique redemption structure, require fund managers to be particularly vigilant…
Nicole CalliesNovember 5, 2024
Press Release Larkspur, CA, October 2024 – SFS a fintech leader in sales reporting and…
Miriam SanchezOctober 29, 2024
A s a Fintech firm, we are often surprised how many asset management companies do…
David HalliganOctober 24, 2024
Press Release Larkspur, CA, October 2024 – SFS a fintech leader in sales reporting and…
Miriam SanchezOctober 15, 2024
