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 ...

Have a major deliverable coming up that involves lots of people and tasks? The top project management apps we've tested can help you keep your team on track. I'm an expert in software and work-related ...

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

Amy Nichol Smith is a former Product Review Editor at Forbes Advisor. She has more than 20 years experience as a journalist and editor, writing on a range of topics, including tech products and ...

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 ...