Dynamic Wealth Advisors Adopts BasisCode Compliance Software Platform
Dynamic Wealth Advisors Adopts BasisCode Compliance Software Platform SCOTTSDALE, Ariz. and ATLANTA, September 18, 2017 – Dynamic Wealth Advisors (www.dynamicwealthadvisors.com), an advisory and practice development firm servicing independently-owned advisory practices throughout the U.S., has implemented BasisCode Compliance LLC’s software platform to improve compliance management for its own RIAs and the independent RIAs for whom it…
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