Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

It’s 2026, and it’s time to level up your practice. Thanks to online software and artificial intelligence, there have never ...

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 ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

Now that using multiple devices, apps and OSes is ubiquitous in the workplace, new unified endpoint management tools are introducing a common approach to configuration, security and administration.

Organization is key to successful client management. But as you start taking on more clients, it can become more difficult to remember every detail As successful business and career coaches, the ...

Dell on Tuesday announced it's expanding Dell Hybrid Client, client computing software that gives users seamless access their applications and data -- whether it's on the cloud, in a data center or on ...

It irritates me when a company's marketing people try to press a nonsensical catch phrase in their attempts to grab industry attention. Today's example is AppSense's catch phrase "User Virtualization.