Firm leverages Salesforce for advisor platform, back office system
SCF launched Monday its new cloud-based technology system, Kimberlite, built on the framework of the world’s number one CRM solution — Salesforce.
SCF Releases Mobile App for Advisory Technology
App enhances mobile experience for advisors and clients
SCF Securities announced Monday the release of its advisor- and client-facing mobile apps. The app features access to core data, streamlined navigation, and enhanced functionality for financial advisors and their clients.
