Category: Product Updates

SEC Tiptoes Into 21st Century: Investor Online Reviews

After 75 years, the SEC has decided to tiptoe into the 21st century by granting advisors and money managers the legal “okay” to publish and share online ratings and reviews. “The Investment Advisors Act of 1940 — the federal law regulating financial advisors — did not anticipate the development of LinkedIn, Twitter and Yelp,” shares Jack Waymire founder of Paladin Research and Registry.

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Oranj Launches 2.0 at T3 Enterprise Conference

“Advisor practice management software innovator, Oranj, announces the launch of Oranj 2.0 at the 2015 T3 Conference. Version 2.0 has been completely redesigned and offers a fresh perspective on the personal financial management application. The new design supports the mission of offering a user friendly interface along with important financial information to help advisors’ clients and prospects stay connected to their financial accounts and goals…”

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