In this buying guide, we’ll outline the best client management software on the market today and their individual strengths and weaknesses. Whether you’re a multinational or a start-up, we’re here to ...

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 ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

Ezy Migrate becomes New Zealand’s first client management software application for licensed immigration advisers The software development company Small Business Online Solutions Ltd has launched New ...

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 ...

NICE Ltd. has struggled recently due to its CEO's retirement and geopolitical issues, but is on a recovery path with AI-driven efficiency. NICE's AI-equipped customer support platform, providing its ...