Archives for: November 2014

11/19/2014

Permalink 05:22:00 pm, by Dana Comolli Email , 143 words   English (US)
Categories: Accounting, Backoffice, Reporting, Compliance

One Click NFA Performance Capsule

Producing the required NFA Performance Capsule for each of your programs can be a time consuming and error-prone task, especially for advisors with large numbers of accounts or ones with high-turnover. You must update your disclosure document with this… more »

11/14/2014

What's new in TheBooks version 3.3.0

TheBooks version 3.3.0 is now in production in several customers so we thought we would share some of the new capabilities we have added. more »
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