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sucession planningEVS® is a cutting-edge id verification, id authentication and fraud prevention tools company. EVS® has been in the fraud prevention solutions industry for 10 years.

Learn more about how you can protect your broker-dealer firm from fraudulent activities by downloading the Electronic Verification Systems® white paper, The Smart Way to Know Your Customer.

sucession planning

sucession planningCoreValue® is a web app that helps business owners and CEO's quantify the unrealized value in their company. Based on academic research at MIT, Williams, Harvard, and over 30 years of in market experience, CoreValue® looks beyond the balance sheet and financial statements to turn business 'intangibles' into dollar value.


Gain some insight about the enterprise value of your firm and the future of your business with the eye-opening Business Assessment Program, powered by CoreValue® Software. Just fill out the Define Success Questionnaire and submit your answers. You will be contacted about setting up a free 30-minute business assessment.

sucession planning

sucession planningSmarsh® provides hosted solutions for archiving electronic communications, including email, instant messaging and social media platforms such as Facebook, LinkedIn and Twitter. Solutions help organizations manage and enforce flexible, secure and cost-effective compliance and records retention strategies.

Get an inside look at how these firms are navigating compliance obligations when you download the Smarsh® 2012 Electronic Communications Compliance Survey. Having an understanding of what others in the industry see as electronic communications issues can be key to addressing your own compliance risk.

sucession planning