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 ...

These additions to Canopy are part of the company’s ongoing commitment to making the work accountants do more efficient. Earlier this year Canopy raised $70 million to continue improving its product.

If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

RightCapital removes the most time-intensive aspect of transitioning to a new financial planning provider SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Connected advice firms that can efficiently gather, manage and analyse data, will have a strong competitive advantage and ...

Main Capital Partners has acquired TrustArc, a San Francisco-based data privacy and artificial intelligence risk management software provider. No financial terms were disclosed. TrustArc’s clients ...

Earning and maintaining client trust is vital for any business - but for accountancy firms, it’s absolutely critical. Your clients rely on you not ...

AMSTERDAM--(BUSINESS WIRE)--As vehicle development becomes increasingly complex with the transition to electromobility and the integration of software across almost all components, seamless ...

Custom software development services bring multiple benefits for businesses. But what should you consider when doing your ...

Looking for a software development partner? This grounded framework helps you see past AI hype and evaluate real capabilities ...