Pete Giza: You look at any portfolio accounting management system today, it’s archaic. I don’t care which one you choose ... [They're] being left in the cosmic dust. Key Points Launch of AdvisorPeak ...
Peter Giza: We’ve been desperate to not pigeonhole RIAs into a situation where they cannot afford us or can’t use us. Key Points RedBlack targets RIAs with lower pricing and faster implementation than ...