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 ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

The best solutions can squeeze more out of a popular service Some accountants view write-up as grunt work - something akin to bookkeeping, that they have to do to keep particular clients. Others are ...

CAMPBELL, Calif.--(BUSINESS WIRE)--BabbleLabs™, a Silicon Valley-based speech science technology leader, announced the release of Clear Edge for Client Windows 10, software that transforms the ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Suzanne is a ...

Martin LaMonica is a senior writer covering green tech and cutting-edge technologies. He joined CNET in 2002 to cover enterprise IT and Web development and was previously executive editor of IT ...

Are your client relationships based on healthy collaboration and respect—or on delivering what’s ordered by doing what you’re told? Far too often, software engineering consulting companies accept ...