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 ...

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 ...

Have a major deliverable coming up that involves lots of people and tasks? The top project management apps we've tested can help you keep your team on track.

LONDON & NEW YORK--(BUSINESS WIRE)--IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is today announcing it has acquired AccountantsWorld, a pioneer in cloud ...

Wiremo, the review management platform serving thousands of businesses worldwide, launches GLocal, a Google Business ...

If you are an appointment-based business, online scheduling and client management are two important (and deeply related) areas you need to pay attention to if you want to get ahead this year. I ...