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 ...

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 ...

“With this latest release of LTM we have taken our powerful management platform that helps drive deployment and management of hosted and virtual desktop solutions, and developed expanded security ...

Software Circle has acquired Broker Information Services Ltd (BIS), a provider of client management and quotation software for the financial broker market in Ireland in an €8.25m ...

CHARLOTTESVILLE, Va.--(BUSINESS WIRE)--CoConstruct, the Virginia-based SaaS provider of project, financial, and client management software for independent home builders and remodelers, announced that ...

Customers value consistency more than promises. Any delay, missed check-in, or milestone reached slightly out of order can ...

The financial sector continues to invest heavily in artificial intelligence, or AI, and it's starting to yield positive results. According to Nvidia Corp.'s (ticker: NVDA) 2025 State of AI in ...