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 ...

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 ...

Portfolio risk management tools are an essential part of your firm's tech stack. These platforms help you spot risks, compare exposures, and adjust portfolios to match each client's risk tolerance and ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

Accounting firms rely on their clients for revenue. In a similar respect, clients rely on these firms for their services. While the relationship is mainly transactional, it's not always easy to manage ...

GUEST OPINION: Client work at an SEO agency often breaks down in quiet, familiar places. Notes sit in email threads, approvals land in chat, and invoices live somewhere else. Teams still move, but ...

Hedge funds offer a bedeviling challenge for financial advisors trying to marry their wealthy clients' investment goals with specific hedge funds and then manage that relationship. For starters, each ...