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Wealthbox | January 05, 2023
Sanctuary Wealth, an advanced RIA platform with partner firms in 28 states, has signed an agreement to use the enterprise version of Wealthbox's CRM technology. Wealthbox will be used by Sanctuary Wealth advisors at partner firms across the country to manage client relationships and for internal collaboration. The agreement between Wealthbox and Sanctuary Wealth is an exciting development that will ensure advisors at partner firms are able to use the latest technology to better serve their c...
Google | April 08, 2020
In light of the rapidly changing events around COVID-19, Google Ads sent an announcement they are suspending the planned changes to their Partners program until 2021. The new set of requirements were announced in February, to start being enforced in June. Google had been communicating with agencies about any potential changes to their partnership status based on the new rules....
LinkedIn | February 24, 2020
A new addition to LinkedIn profiles will allow users to highlight samples of their work for others to see. In this new ‘Featured’ section, users can include work samples such as: LinkedIn posts that you’ve created or re-shared. Articles that you’ve authored and published on LinkedIn. Links to external websites, for example your personal blog or portfolio. Media that you can upload, for example your images, documents, presentations, and videos....
Akio | March 20, 2020
Our servers are housed in the Equinix PA6 datacentre in Aubervilliers (Paris) and the back-ups are housed in Equinix PA5. The platforms are monitored and managed by our support and production teams, which are spread over several regional locations (Paris, Montpellier, Vallauris), with two team members at each site. Telecommuting has been put in place for all of our team members, in line with our Business Continuity Plan (BCP). The health crisis that we are currently going through is a test for t...
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