FAIRFIELD, CT—September 13, 2012—Foundation Source, the nation's largest provider of comprehensive services for private foundations, today unveiled its new look, along with its fully redesigned website, www.foundationsource.com...
Ontario, CA – September 12, 2012 – Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries, today announced that The Phoenix Companies, Inc. has added certain...
A mobile solution for financial, retirement and estate planning
Social media sites continue to proliferate and nobody has a crystal ball that tells us which sites will be dominant in the future. For the purposes of our latest research project we went beyond the Big Three (Facebook, Twitter, and LinkedIn) ...
Go with the flow? Maybe not. When looking at options to update your firms’ technology, sometimes keeping things simple—and separate—is the best option.
Miss a connecting flight on the way to meet a client? Forget standing in line waiting for a customer service rep. FlightBoard will get you back on track in seconds. This clever app, which resembles the airline listings at the airport...
Insurance Technologies, LLC, a provider of innovative sales and regulatory automation solutions to the insurance and financial services industries, announced today that Crowell Weedon & Co., a full-service stock brokerage and money management...
