The process of drafting and evaluating a software RFP can be an arduous and time consuming task that has minimal impact on the selection of a solution vendor. Given that RFPs are difficult to create, ...

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 ...

As a result of collaboration with ISIT, Korrasat has successfully created a new generation of advanced proposal management systems for ...