If your practice management software feels underused or disconnected, it may be costing you time and control. Learn how to ...

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 ...

What is a CRM system? CRM software is a sales and marketing platform that houses and tracks all lead and client information for a business. These solutions are meant to help manage entire sales ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

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 ...

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 ...