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 ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

If you are an appointment-based business, online scheduling and client management are two important (and deeply related) areas you need to pay attention to if you want to get ahead this year. I ...

RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...

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 ...

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

Hewlett-Packard and systems management software vendor Altiris have strengthened their long-standing partnership with the release of two co-developed client management software bundles. Although the ...