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 ...

Collaborative software is growing in popularity for both accountants and clients. Groupware, as it's also known, helps people work together on a common task to achieve their goals regardless of their ...

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 ...