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 ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

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 ...

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.

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 ...

Infusionsoft, a small business CRM, sales and marketing software provider, announced that it has rebranded as Keap. According to CEO and Co-Founder Clate Mask, the name represents the company’s ...

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 ...

“With this latest release of LTM we have taken our powerful management platform that helps drive deployment and management of hosted and virtual desktop solutions, and developed expanded security ...

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 ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that. From ...

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 ...