Sarah Li Cain is a finance writer and a Candidate for the Accredited Financial Counselor© designation. She’s written for the Financial Planning Association, Netsuite and other notable publications.

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 ...

“Joining Momentive Software marks an exciting opportunity to combine our strengths in support of mission-driven organizations and those they serve,” said Scott Collison, President and CEO of Personify ...

There’s no one-size-fits-all solution when it comes to finding the right transaction management software for your real estate business. Whether you’re running a large brokerage, managing a small team ...