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 ...

In this episode of eSpeaks, Jennifer Margles, Director of Product Management at BMC Software, discusses the transition from traditional job scheduling to the era of the autonomous enterprise. eSpeaks’ ...

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 ...

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

InfoWorld’s 2023 Bossie Awards recognize the year’s leading open source tools for software development, data management, analytics, AI, and machine learning. When the leaves fall, the sky turns gray, ...

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 ...

Managing IT systems can be a headache, but the right software makes it a breeze! In 2025, IT management tools will be more innovative, faster, and more efficient than ever. These tools do it all, from ...

The unsung hero of project management ...