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 company is recognized as a Leader in the inaugural 2026 Gartner (R) Magic Quadrant (TM) for Endpoint Management Tools and as a Leader in the IDC MarketScape: Worldwide Client Endpoint Management ...

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 ...

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

RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...

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 ...

Evan is a writer and entrepreneur with a background in technology and content marketing. He is currently the Head of Growth at Sagetap.io. Previous to Sagetap, he was was co-founder & CEO of the ...

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 ...