NASHVILLE, Tenn.--(BUSINESS WIRE)--Wealth Access, the leading customer data insights platform, has been recognized as the winner of the Best Client Portal in the WealthManagement.com 2023 Industry ...

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive ...

PALM HARBOR, Fla.--(BUSINESS WIRE)--Nationwide Title Clearing, Inc. has launched ntcLINK, a new web services Secure Client Access portal on the Nationwide Title Clearing website. The ntcLINK system ...

Karbon, an accounting practice management software provider, has globally launched Karbon for Clients, a client portal aimed at eliminating bottlenecks in company-client work. The new offering is ...

Aggregate all types of investments – Equities, Fixed Income, Alternatives, Private Equity, and Illiquid Assets – into one unified portfolio Present investments to end clients in customizable language ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

One-quarter of financial advice businesses use client portal technology despite one-in-three advisable Australians putting digital capability in their top three reasons for choosing an advice firm, ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

In a major milestone for Orion, following its acquisition of financial planning technology provider Advizr, the firm unveiled its enhanced, single sign-on client portal. The remodeled portal borrows ...

TORONTO, April 29, 2024 /CNW/ - The Technical Standards and Safety Authority (TSSA) is ushering in a new era of convenience and efficiency for its regulated clients with the official launch of the ...