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 ...

The Tamarac platform allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to automate more of their business.

For many personal-service entrepreneurs, the struggle to achieve small business success starts at the front desk. The friendly face behind the front desk at the local yoga studio or fitness center ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

“If it takes hours to explain, the UI is simply not good enough.” These words are golden and developers live-by them whenever creating a new product. For a business organization, it makes zero sense ...

“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 ...

From efficient scheduling capabilities and appointment confirmations to the ability to carefully track client preferences and update ever-evolving business services and pricing, contact management ...

Ezy Migrate becomes New Zealand’s first client management software application for licensed immigration advisers The software development company Small Business Online Solutions Ltd has launched New ...