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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

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 ...

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

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 ...

Task management software is a necessity in almost any business that requires project completion on time. It can also help with mapping out the scope of a project. There are many apps out there, so ...

WATERLOO, Ontario, Feb. 21, 2019 /PRNewswire-PRWeb/ -- Athena Software is pleased to announce the release of ClientConnect, the new mobile client portal designed for use with Penelope, the Waterloo, ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. A project management system can improve your ...