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 ...

Emails play a vital role in business communication. However, there is more to email than just typing and sending a message. It also involves crafting proper responses, keeping tabs on important ...

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 ...

From efficient scheduling capabilities and appointment confirmations to the ability to carefully track client preferences and update ever-evolving business services and pricing, contact management ...

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.

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

Devon IT Echo® drives simplified management of hosted and virtual desktop solutions, included with all Acer thin clients at no additional cost KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT, Inc. and ...

Have a major deliverable coming up that involves lots of people and tasks? The best project management apps we've tested can help you keep your team on track. I'm an expert in software and ...

Hello everyone - Long time lurker, first time poster here. I'm a corporate attorney looking for some software recommendations - My firm does a lot of work with start-up incorporation and corporate ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Looking for the best proposal management software? Check out our comprehensive list of top-rated software options, with features, pros, cons, and pricing. Navigating the complexities of proposal ...