Leverate, which provides tools for forex brokers, launches significant upgrades to the client interface integrated with MT4 and other platforms in their Private Label offerings. The company, which got ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The CCI will serve as the single access point for clients of all ...