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 ...

Billdr, a software company building an AI-native operating system for construction, announced today it will relaunch its ...

"Modern accounting firms are growing quickly, expanding their service lines and client bases," said Jim Dunham, president and general manager of IRIS Americas. "However, this rapid growth often ...

Analyst firm publishes overview of providers of quality management software ...

The purchase will see Clio expand its focus from small and midmarket practices to include the large firms served by ShareDo. On Wednesday, practice management software provider Clio announced that it ...

If your practice management software feels underused or disconnected, it may be costing you time and control. Learn how to ...

Aderant announced the purchase of law firm pricing software developer Virtual Pricing Director. Law firms have been looking for more pricing options as clients request AFAs and value-based billing.

Sheridan expects to grow ICANotes through add-ons and possibly through a relationship with another portco, SimiTree.

WALTHAM, Mass.--(BUSINESS WIRE)--Pegasystems Inc. (NASDAQ: PEGA), The Enterprise Transformation Company TM, today announced Forrester Research has named Pega a Leader in The Forrester Wave TM: ...

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 ...