Joot Blog

Stay up to date with perspectives, news and updates pertaining to investment management technology, legal, compliance and more.

Joot Interview Series - Episode 3

Oct 8, 2019 11:15:00 AM / by Bo J. Howell posted in Podcasts, Cynthia Lower Custer, Interview

Welcome back to the conclusion of our interview between Bo Howell and Cynthia Custer.  

(You can hear Part One or Part Two here.)

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Joot Interview Series - Episode 2

Oct 1, 2019 11:15:00 AM / by Bo J. Howell posted in Podcasts, Cynthia Lower Custer, Interview

Welcome back to part 2 of our interview between Bo Howell and Cynthia Custer.  

(if you missed part one, listen here.)

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Joot Interview Series - Episode 1.

Sep 24, 2019 11:30:00 AM / by Bo J. Howell posted in Podcasts, Cynthia Lower Custer, Interview

Hello, Joot community! Welcome to our first Joot interview.  We’re excited to continue delivering helpful content and thought leadership to you. We had fun recording the interview, and once we've done a few more this may become a podcast.  We hope that you’ll find it helpful. 

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Advisory Compliance Solutions Merges with Joot

Aug 1, 2019 3:00:00 PM / by Bo J. Howell posted in Compliance, Joot, Advisory Compliance Solutions, Cynthia Lower Custer

Joot grows its team and area of expertise!

CINCINNATI, OHIO – August 1, 2019 - Joot, a leading provider of compliance technology and services to small and middle-sized investment advisers, today announced its merger of Advisory Compliance Solutions, LLC (ACS). As part of the merger, Cynthia Lower Custer, Managing Member of ACS, will become Treasurer and Director of Compliance Services at Joot. 

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