Scottsdale, AZ – January 30, 2025 – ProjX360, a leading provider of project management software for the residential and pro AV industries, is excited to announce the launch of its new Mass Edit ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...

IRVINE, Calif., Oct. 18, 2024 /PRNewswire/ -- In a new groundbreaking partnership, Rohirrim and SMA, Inc. The Program Lifecycle Company are transforming how organizations approach proposals.

Orion Advisor Solutions rolled out new tools during its annual Ascent conference this week as the firm continues its ambition to stitch together a bundle of acquired businesses into a unified wealth ...

CHICAGO--(BUSINESS WIRE)--YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading ...

Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced the availability of its Q3 2025 product ...

ProjX360, the Scottsdale, Ariz.-based, provider of project management software for pro AV and residential integrators, launched a new Mass Edit feature within the proposal generation section of the ...