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 ...

From efficient scheduling capabilities and appointment confirmations to the ability to carefully track client preferences and update ever-evolving business services and pricing, contact management ...

Explore the best RIA compliance software for your firm. Find out how these tools can help you streamline workflows, meet ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that. From ...

KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT, Inc., a leading provider of thin client hardware, software, and virtual desktop solutions, today released the latest version of its Devon IT Echo™ Thin ...

Drake Software, a leading provider of professional tax preparation solutions, is proud to announce the launch of a new ...

Any law firm that wants to stay competitive needs to focus on efficiency. By electronically managing the workflow of legal processes, this helpful software can significantly increase the productivity ...

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A seasoned small business and technology writer and educator with more than 20 years of experience, Shweta excels in demystifying complex tech tools and concepts for small businesses. Her work has ...