Entity management software is a tool that makes it easier for boards and leadership teams to take charge of their governance duties. It combines automation and workflows for a seamless collaboration ...

As a staff writer for Forbes Advisor, SMB, Kristy helps small business owners find the tools they need to keep their businesses running. She uses the experience of managing her own writing and editing ...

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 ...

Sarah Li Cain is a finance writer and a Candidate for the Accredited Financial Counselor© designation. She’s written for the Financial Planning Association, Netsuite and other notable publications.

Change management software can help your team with everything from learning new features to switching to a new platform to weather organizational restructuring — if you select the right tool, that is.