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 ...

LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...

On Tuesday, practice management software provider AllRize announced the introduction of agentic artificial intelligence ...

The newly launched Wealthscape Intelligence and onboarding capabilities are designed to unlock personalized insights and ...

Any law firm that wants to stay competitive needs to focus on efficiency. By electronically managing the workflow of legal processes, this helpful software can significantly increase the productivity ...

Looking for the best proposal management software? Check out our comprehensive list of top-rated software options, with features, pros, cons, and pricing. Navigating the complexities of proposal ...

Envestnet today, during the Future Proof Festival, unveiled its five-year strategic vision, designed to transform the advisor experience and solidify its role as the leading adaptive wealthtech ...

Project management (PM) software is a universal need to keep track of goals, research, data, scheduling and everything else under the sun. If you have more specific needs, however, you may have to ...

The smooth operation of any business requires organization, especially where client scheduling and tracking is concerned. To really maximize productivity and efficiency, it’s crucial to use ...

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 ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...