With one of the best document management systems in the CRM space, Apptivo is best suited to SMBs that deal with large stacks ...

NEW YORK--(BUSINESS WIRE)--Pave Finance is pleased to announce the release of Pave Pro, a proprietary software that empowers advisors, CIOs, family offices and high- net- worth individuals to create ...

Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more.

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 ...

What is spend management and how does it work? As businesses scale and financial operations become more complex, managing company spending effectively becomes increasingly difficult. Modern ...

Odessa, a dedicated asset finance software provider, appointed Vince Latchford as Senior Vice President of Delivery ...

Varicent has acquired Concert Finance, a New York-based commissions software provider designed by compensation experts. No financial terms were released for the deal, which closed last month. Varicent ...

Sarah Li Cain is a finance writer and a Candidate for the Accredited Financial Counselor© designation. She’s written for the Financial Planning Association, Netsuite and other notable publications.