Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

TIFIN's wealth division this week launched a new offering that aims to personalize the experience of wealth management clients via next-generation tech. Billed as a "first-of-its-kind platform for ...

Manual administrative processes take up precious time. Practice management software automates repetitive tasks, allowing staff to focus on higher-value work. Incorporating automation into areas such ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.