WIS and CallTower Now Offering Free Zoom Accounts

By westernadmin | Thursday, April 9, 2020

WIS and CallTower, a global leader in delivering cloud-based enterprise-class unified communications and collaboration solutions, announced today that they will be offering free Cisco® Webex Meetings and CT Cloud Meeting Powered by Zoom conferencing solutions, with no commitment, through June 30, 2020, to allow advisors to work remotely as a precaution against COVID-19 (coronavirus).

29

Jul 21

Atria’s WIS Opens Downtown San Jose Office

Firm expands turnkey wealth management program with Silicon Valley location Pasadena, CA — July 29, 2021 — Western International Securities, Inc. (WIS),...

8

Apr 21

Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.

Atria broker-dealer assets increase to over $95 billion of AUA New York, NY and Fresno, CA – April 8, 2021...

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Jan 21

Atria Wealth Solutions to Acquire Independent Wealth Management Firm SCF Securities, Inc.

Atria subsidiaries continue to expand financial professional footprint and increase assets New York, NY and Fresno, CA – January 27,...

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Dec 20

Atria Wealth Solutions Tops Cerulli Associate’s List of Fastest Growing Companies

#1 based on headcount growth and #2 based on asset growth NEW YORK, NY – December 18, 2020 – Atria...

28

Oct 20

Atria’s WIS Opens Newport Beach Office & Welcomes the Johnson Wealth Group

The Johnson Wealth Group brings $385m of client assets to WIS Pasadena, CA – October 28, 2020 – Western International...

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May 20

Atria Wealth Solutions Completes Acquisition of Western International Securities

Addition of fifth broker-dealer allows Atria to serve nearly 2,500 advisors with $75 billion of AUA (more…)

9

Apr 20

WIS Offers Texting App MyRepChat (At No Cost!)

We are excited to announce that WIS is working together with MyRepChat to provide an SEC and FINRA compliant text messaging system at...

9

Apr 20