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 ...

Analyst firm publishes overview of providers of quality management software ...

"Modern accounting firms are growing quickly, expanding their service lines and client bases," said Jim Dunham, president and general manager of IRIS Americas. "However, this rapid growth often ...

If your practice management software feels underused or disconnected, it may be costing you time and control. Learn how to ...

LONDON, Oct. 6, 2025 /PRNewswire/ -- IRIS Software Group, a leading global provider of accountancy software with more than 45 years of industry expertise, today announced the launch of IRIS Firm ...

Aderant announced the purchase of law firm pricing software developer Virtual Pricing Director. Law firms have been looking for more pricing options as clients request AFAs and value-based billing.

CHICAGO--(BUSINESS WIRE)--Origami Risk, the industry-leading risk, safety and insurance Software as a Service (SaaS) technology firm, has been designated as a leader and profiled in the Verdantix ...

WALTHAM, Mass.--(BUSINESS WIRE)--Pegasystems Inc. (NASDAQ: PEGA), The Enterprise Transformation Company TM, today announced Forrester Research has named Pega a Leader in The Forrester Wave TM: ...

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 ...