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After looking at a number of options, the right decision was made to work in partnership with Novuna Business Cashflow. Right from setup through sales to customer service, the communication and support has been outstanding. Providing me with all the information I needed regarding new clients coming onto our books. The system they use is so user friendly and the drawdown payments are very efficient in the fast moving world of temporary payroll. This has allowed my company to look at positive growth knowing we are safe financial hands. We are an invoice financing company who offer a solution whereby … Read more

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In: Wealth Management System

And, with three Financial Services Cloud releases per year, users stand at the forefront of wealth management innovation. This means ongoing access to new features and enhancements designed to help advisors grow their business and remain competitive against emerging FinTechs. Wealth management is a broad term and the advising landscape is changing drastically to meet the changing needs of its clients. FIN/S is established with a powerful workflow engine so as to streamline all business processes with easy-to-create workflows. It provides all the major features that managers and officers need so as to be efficient in their daily tasks while … Read more

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She also enjoys outdoor activities, concerts, driving scenic routes, and other adventures. Maddison graduated from the University of Wisconsin Oshkosh with a degree in Marketing and Sales. She went into graduate school at UWO for Educational Leadership where she spent two years co-advising a student board of campus event planners. Jeff lives in Pleasant Prairie with his wife Lana and has three adult children.

WEALTH MANAGEMENT COMPANIES

Edward Jones, based in St. Louis, Missouri, ranks second in the list with AUM of over $1.3 trillion. The company provides a diverse range of investment services in the U.S. and Canada through a network of … Read more