We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

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 ...

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 ...

Emails play a vital role in business communication. However, there is more to email than just typing and sending a message. It also involves crafting proper responses, keeping tabs on important ...

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

We list the best remote desktop software, to make it simple and easy to securely access your files on one PC from another device. Using remote access software, despite what you might think, is ...

Two weeks ago, I looked at some of the emerging alternatives within the portal market for advisers obtaining quotations and transacting electronic new business. At the time, I mentioned the progress ...