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 ...

Billdr, a software company building an AI-native operating system for construction, announced today it will relaunch its ...

"Modern accounting firms are growing quickly, expanding their service lines and client bases," said Jim Dunham, president and general manager of IRIS Americas. "However, this rapid growth often ...

The ServiceNow Platform brings together all the enterprise processes needed for complete asset management, earning the highest possible scores in the vision, innovation, roadmap, and supporting ...

Aderant announced the purchase of law firm pricing software developer Virtual Pricing Director. Law firms have been looking for more pricing options as clients request AFAs and value-based billing.

WALTHAM, Mass.--(BUSINESS WIRE)--Pegasystems Inc. (NASDAQ: PEGA), The Enterprise Transformation Company TM, today announced Forrester Research has named Pega a Leader in The Forrester Wave TM: ...

Discover how billing software for lawyers helps Canadian firms streamline time tracking, trust accounting, invoicing, and ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...