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 ...

Database Management System (DBMS) software acts as an interface between an end user and a database and is designed to allow users to create databases as well as store, manipulate and manage data in an ...

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 ...

Chat2DB, an open source SQL client enhanced by artificial intelligence, has introduced significant updates designed to reshape how professionals manage and interact with databases. By incorporating ...

The Ninox relational database is modern in appearance and easy to use, yet delivers all the power and features that most users will ever need. Even better, it does so for a remarkably low price. It’s ...

Spreadsheet software can be incredibly helpful for business owners looking to streamline their data collection and organization. You can use spreadsheet software for various parts of your business, ...