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 ...
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 ...
Collaborative software is growing in popularity for both accountants and clients. Groupware, as it's also known, helps people work together on a common task to achieve their goals regardless of their ...
RightFlows Helps Financial Advisory Firms Scale Financial Plan Implementations Efficiently by Managing Client and Advisor Tasks Within the Same Workflows SHELTON, CT / ACCESSWIRE / January 22, 2024 / ...
Wolters Kluwer announced new, enhanced collaboration features as part of the latest release of CCH Axcess Client Collaboration. The new capacities, in general, relate to tracking and exchanging ...
MINNEAPOLIS--(BUSINESS WIRE)--Wolters Kluwer Tax & Accounting is proud to announce the launch of CCH Axcess™ Client Collaboration — powered by Expert AI, the next evolution of client engagement within ...
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