LONDON & NEW YORK--(BUSINESS WIRE)--IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is today announcing it has acquired AccountantsWorld, a pioneer in cloud ...

The work of accounting firms is taxing and often overwhelming. With the numbers they need to crunch, it's surprising they can handle the stress while staying on top of their workload. Now, there's no ...

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 ...

Balancing the tasks of crunching numbers and managing client expectations reflects the average day of accounting firms. While handling financial transactions is their main function, there's always a ...

CRM software saves you time by allowing you to manage your practice more efficiently. You can do everything from billing, sending invoices, and managing client information with just a few clicks/taps.

IRIS Software, a U.K.-based provider of accounting software, has acquired AccountantsWorld, a longtime provider of accounting and payroll software and cloud-based services to accountants, based in ...

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 ...

How well run is your practice? Do you know which of your clients owes you money? For what? And for how long? What’s your staff realization rate? Can it be improved? These questions and more are what a ...

Project management (PM) software is a universal need to keep track of goals, research, data, scheduling and everything else under the sun. If you have more specific needs, however, you may have to ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

For many personal-service entrepreneurs, the struggle to achieve small business success starts at the front desk. The friendly face behind the front desk at the local yoga studio or fitness center ...