Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

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 ...

Juggling paperwork and navigating complex immigration case management and regulations difficult and, at times, can cause unnecessary risk. For any immigration law firm, technology can make all the ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Legal tech leads to stronger cases, streamlining workflows and improving client satisfaction. Image: Sheila Grela. [EDRM Editor’s Note: Reprinted with permission of Sheila Grela and NALA – The ...