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 ...

Streamlined client management: The new client hub (beta) provides a centralized view of client information, files, folders and projects—streamlining client management and simplifying day-to-day work.

The work of accounting firms is taxing and often overwhelming. With the numbers they need to crunch, it's surprising they can handle the stress while staying on top of their workload. Now, there's no ...

CRM software saves you time by allowing you to manage your practice more efficiently. You can do everything from billing, sending invoices, and managing client information with just a few clicks/taps.

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 ...

IRIS Software, a U.K.-based provider of accounting software, has acquired AccountantsWorld, a longtime provider of accounting and payroll software and cloud-based services to accountants, based in ...

Finding the best accounting practice management software can transform the way your business operates. That’s why we’ve carefully selected the best options based on features, ease of use, and value ...

Scalus has officially launched its process automation, workflow efficiency and project management solution for accountants out of a beta testing period. Processing Content The cloud-based app, also ...

Project management (PM) software is a universal need to keep track of goals, research, data, scheduling and everything else under the sun. If you have more specific needs, however, you may have to ...

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 ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...