RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...

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 ...

Find accounting software best suited to the size of your consulting business and with strong time tracking, billing and client management features. NerdWallet's content is fact-checked for accuracy, ...

Discover how billing software for lawyers helps Canadian firms streamline time tracking, trust accounting, invoicing, and ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

These articles are brought to you in association with Pocket-lint and our partners. We are surrounded by different kinds of technologies. It won't be wrong to say that we are addicted to the use of ...

It's little wonder that in many accounting firms, time and billing is still one of the most critical applications, as well as the one most likely to be neglected. The reasons for this importance are ...

One of the keys to success for consulting firms is accurate and timely billing for services rendered. But when it comes to tracking time their consultants put into a project, many small to medium ...