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 ...

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 ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

Microsoft Dynamics 365 Sales and Copilot for Sales deployment expected to reach 100,000 EY professionals across 700 offices and 150 countries, positioning the EY organization as one of Microsoft's ...

The wealth management industry is looking to diversify. No, not in terms of their portfolio of investments. Rather, they are seeking to expand beyond the current pool of customers they typically ...

Your tech stack isn’t a back-office decision; it’s your competitive edge Born in Omaha, Nebraska, Stoy graduated from Drake University with a BSBA in finance and a minor in business law and insurance.

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

Dell on Tuesday announced it's expanding Dell Hybrid Client, client computing software that gives users seamless access their applications and data -- whether it's on the cloud, in a data center or on ...

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 ...

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 ...

TaxStatus introduces tax preparation tools while Docupace appoints Scott Willette as CTO and PPB enhances its platform ...