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 ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

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 ...

Hewlett-Packard and systems management software vendor Altiris have strengthened their long-standing partnership with the release of two co-developed client management software bundles. Although the ...

Hello everyone - Long time lurker, first time poster here. I'm a corporate attorney looking for some software recommendations - My firm does a lot of work with start-up incorporation and corporate ...