Workflow Technology for IBDs and RIAs

Workflow Technology for IBDs and RIAs

Rep. Magazine / WealthManagement.com – October 26, 2012 Workflow Technology for IBDs and RIAs Michael Pinsker, CEO, Docupace Technologies, chats with Rich Santos, Group Publisher of WealthManagement.com about workflow technology while at the Tiburon CEO Summit XXIII in San Francisco, California, October 2012.

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