Practifi Selected As Performance Optimization Platform by Concurrent Advisors PR Newswire Dec 27, 2022 Practifi, a performance optimization platform for the wealth management industry, is partnering with Concurrent Investment…
Advisor360° Deepens Customer Success and Operations with Expanded Senior Team Business Wire Jan 21, 2022 Brian Gruttadauria joins as Vice President of Operations & Quality Advisor360°, a Software-as-a-Service (SaaS) provider of…
