The benchmarking report used a rigorous methodology to ensure results reflected ICON’s true impact and performance in the competitive phase 1 landscape. ISR screened participants to ensure relevance ...

The Investment Industry Regulatory Organization of Canada (IIROC) is granting exemptions from new annual cost and performance reporting requirements under the second phase of the client relationship ...

The Client Reporting solution from Smart Communications is built on secure, cloud-based platform that enables companies to serve their clients with truly interactive, digital-first investment ...

Previously known as Client Access, ClaimsPro Connect introduces improved features in response to an increased demand in the marketplace for more advanced management and claims reporting data.

First Rate and InvestSuite join forces to integrate StoryTeller into the First Rate Core 2.0 platform, bringing next-generation narrative reporting to wealth management clients.