Tag

data integration

#iDashboards17: Advanced Integrations – SSO, LDAP, and FOU

We have gotten some amazing feedback from our customers from our past users’ conferences. One theme we continued to hear, year over year, was the desire for more technical talk! It seems that our customers were hungry for more than…

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How to Manage Flood of Client, Market Data With Dashboards

Advisors have a wealth of information at their fingertips. A simple dashboard is key to harnessing all that data to make it work for them For financial advisory firms, the bottom line may be dollars and cents, but experienced industry…

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Extract, Transform…You Lost Me! How Self-Service ETL Tools Empower the Data-Thirsty

I began evaluating self-service ETL (extract, transform, load) tools at the beginning of 2015, and my lack of knowledge about the industry meant I was the right person to evaluate ease of use and general functionality. I researched more than…

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