Blog How Asset Management Firms Can Leverage Intergenerational Wealth Transfer and Technology for Growth T he much-anticipated intergenerational wealth transfer—with trillions of dollars moving from Baby Boomers to Millennials…Nicole CalliesJanuary 21, 2025
Blog Are You Getting Everything You Need From Your In-house or Service Provider’s Distribution Data and Sales Reporting System? A common issue we hear from top AUM firms is that their in-house or vendor…Tom OprendekJanuary 14, 2025
Blog Do you have a Vendor or a Partner? A s I approach my 30th year working in the software business servicing asset management…David HalliganDecember 17, 2024
BlogPress Release SFS Provides a Data-Driven Platform for Interval Fund Firms to Improve Advisor Engagement, Identify New Business Opportunities, Grow Subscriptions, Manage Liquidity, and Predict Redemptions Press Release Larkspur, CA, November 2024 – SFS a fintech leader in sales reporting and…Miriam SanchezNovember 12, 2024