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 ...

The Tamarac platform allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to automate more of their business.

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

ParisQuadient (Euronext Paris: QDT), a global intelligent automation platform enabling secure and professional business connections, today ...

Southwest Securities has partnered with Orion Advisor Services to upgrade its performance reporting, accounting and regulatory processing services. The firm hopes the software will help keep pace with ...

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 ...

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 ...

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 ...