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 ...
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...
TORONTO--(BUSINESS WIRE)--SoftwareReviews, a division of IT research and advisory firm Info-Tech Research Group, has published its 2021 Workforce Management Emotional Footprint Awards, naming three ...
RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...
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 ...
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