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 ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

Accounting practice management software provider Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's platform. The ...

Applications Software Technology's deep US and UK public sector skills support clients' Oracle Cloud Application transformations This acquisition supports IBM's open ecosystem approach which allows us ...

Jane Haskins practiced law for 20 years, representing small businesses in startup, dissolution, business transactions and litigation. She has written hundreds of articles on legal, intellectual ...