About John Gray

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So far John Gray has created 35 blog entries.

Don’t go blindly to brokerage

By | April 25th, 2019|

Subscribe to our Blog Don’t go blindly to brokerage April 25, 2019 | ARTICLE | BY KELLY LYNCH As a technology provider to independent broker-dealers, [...]

ENVISION IN THE NEWS

By | January 15th, 2019|

ENVISION IN THE NEWS January 24, 2019 | Investment News Article Shan Dagli, Head of Intermediary Solutions for Envision's FundKeeper, recently shared insights with Investment News about [...]

Are you solving your direct problem backward?

By | October 1st, 2018|

Are you solving your direct problem backward? October 30, 2018 | ARTICLE | BY KELLY LYNCH Many independent broker-dealers that process customer mutual fund accounts direct (the [...]

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