CoastalOne’s significant increase in growth fostered the need for greater efficiencies in synching, reducing NIGO rates, and enhancing the client onboarding experience PHILADELPHIA, Penn., June 23, 2022 – CoastalOne, an independent broker-dealer/RIA firm, now utilizes Arcus Partners’ cloud-basedFinity360™ wealth management digital office…

Printing and mailing paper investor statements, disclosures and other client communications are expensive and non-compliant with anticipated expansion of regulatory investor document acceptance rules Madison Avenue Securities chose Finity360 to facilitate the transition from physical mailing of client communications and…