Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...
INTX Insurance Software (“INTX” or “the Company”), a provider of a fully integrated, single solution to the entire P&C insurance policy lifecycle, today announced its official North American launch ...
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...
Regardless of the sector you work in, investing in digital and automated transformation is becoming inevitable. Whether you want it or not, competition in the market will force you to embrace change ...
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 ...
More than two years ago, Massachusetts Mutual Life Insurance Company announced it would be licensing Advisor360°’s software for the use of its thousands of advisors. After months of smoothing out back ...
DENVER--(BUSINESS WIRE)--Spear Technologies (“Spear”), a leading provider of property and casualty insurance software solutions, is excited to announce that workers’ compensation carrier Highview ...
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