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 ...

MINNEAPOLIS--(BUSINESS WIRE)--JAMF Software, developers of the Casper Suite, a collection of client management applications for the Apple platform, today announced expanded enterprise Mobile Device ...

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 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 ...

VMWare finally integrates Fusion with other VMWare enterprise products and functionality. VMWare announced the newest version of VMWare Fusion, its Mac virtualization product, this week. In doing so ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that. From ...

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 ...