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 ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

Sheryl O'Connor is the founder of Hartford-based WealthConductor LLC, which makes financial planning software for investment advisors. PHOTO CONTRIBUTED When planning for retirement, accumulating ...

ATLANTA--(BUSINESS WIRE)--Aderant®, a leading global business management software provider, today announced a new business partnership with ZERO, a pioneer in productivity automation solutions for ...

Enterprise CRM software is a customer relationship management platform specifically designed for midsize to large organizations that need a solution that can handle the bandwidth of a large-volume ...

The AICPA and its volunteer committees and the AICPA Virtual Currency and Digital Assets Tax Task Force members are hearing questions from members about messages taxpayers have received from their ...

In his decades-long career in tech journalism, Dennis has written about nearly every type of hardware and software. He was a founding editor of Ziff Davis’ Computer Select in the 1990s, senior ...

Let's be honest, it's hard to get excited about expense tracking software. For employers, the goal is to keep up-to-the-minute financial records; for employees, they just want to upload their receipts ...

CHICAGO--(BUSINESS WIRE)--In its mission to optimize client success and continued growth, Market Track, the leading provider of advertising, promotional, pricing and eCommerce intelligence solutions, ...