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 ...

RIA publications and the conference circuit are filled with articles and breakout sessions titled “The Digitization of Advice” or “The Amazon and Netflix Effect on Our Industry”—all discussing the ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

Financial planning software developer Advicent is providing certain financial advisors with free access to the client portal of its NaviPlan platform, from April 1 through the end of next year, ...

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 ...

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 ...

TARRYTOWN, N.Y.--(BUSINESS WIRE)--SQAD LLC, the largest independent provider of global business solutions for planning and managing advertising investments, announced today the launch of a new portal ...

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, ...

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 ...