Cloud-based applications for financial advisors can offer many benefits. Among them are 24/7 access anywhere there is an internet connection, IT management is no longer required, no installation of software is needed, no hardware is needed other than your usual workstation, and instant upgrades are immediately available and at your fingertips versus the outdated method of having to buy and download the newest software.
At Cygem, we make it our highest priority to stay current on all of these necessary components of your business. Our many years in the financial industry coupled with our depth of knowledge of portfolio management software systems, including Advent, allows us to be a value-add to your firm.
Find our more about how we can help you.