Tag: Social media

Mirae Provides Emerging Market Education

Mirae Asset Global Investments, an investment services provider specializing in emerging market equities, launched an enhanced website focusing on financial adviser support and education.

Trust Builders to Revamp TRAK Software

Retirement planning software provider Trust Builders, Inc. is partnering with employee benefits and compliance expert Kristi Cook on the next release of The Retirement Analysis Kit (TRAK) system.

Envestnet Revamps CRM Software

Envestnet Tamarac, a division of Envestnet, Inc. that provides integrated portfolio software for independent advisers, has released the next generation of its client relationship management (CRM) application.

Schwab Reveals Branded App for RIAs

Investment services firm Charles Schwab has rolled out Schwab OpenView Mobile, a customizable application that registered investment advisers (RIAs) can use to create a mobile presence for their firms.