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 ...

These additions to Canopy are part of the company’s ongoing commitment to making the work accountants do more efficient. Earlier this year Canopy raised $70 million to continue improving its product.

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 ...

RightCapital removes the most time-intensive aspect of transitioning to a new financial planning provider. SHELTON, CT / ACCESS Newswire / / RightCapital, the fas ...

QuickBooks - By centralizing customer data, enabling intelligent lead tracking, personalizing engagement, and automating workflows, it delivers a comprehensive solution for modern businesses. The ...

What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

Why you should consider AI, software development, and cloud and edge computing Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Main Capital Partners has acquired TrustArc, a San Francisco-based data privacy and artificial intelligence risk management software provider. No financial terms were disclosed. TrustArc’s clients ...

Aspire Software, a ServiceTitan company and leading software provider for field service businesses, released its 2026 Commercial Landscape Industry Report, highlighting current market conditions, ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

Aeries Technology (AERT) announced that its Guadalajara, Mexico GCC for a major enterprise software client has entered its third year, employing ...