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 ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

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 ...

The integration, currently in the pilot phase, is expected to be rolled out more widely after the 2026 tax season.

Four independent clients in a single screen without bezels hindering view Ultra HD 4K single or multiple input FHD resolution screens with a matte finish to reduce glare and strain on eyes RS232 ...

Customer relationship management software used by law firms are meant to help lawyers, paralegals, legal assistants, and administrators manage clients, leads, and cases. These systems hold all client ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...