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 ...
Best Software Inc. recently launched an overhaul of its Act contact management software, adding to the product line a second version with more scalability and advanced functionality. Last week’s ...
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
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