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 ...

Regardless of the sector you work in, investing in digital and automated transformation is becoming inevitable. Whether you want it or not, competition in the market will force you to embrace change ...

Origami Risk, the industry-leading risk, safety and insurance Software as a Service (SaaS) technology firm, today announced new Insurance Program Management capabilities within its Risk Management ...

New York City-based wealthtech software developer FP Alpha announced Thursday the official release of the firm’s new tool, P&C Snapshot. P&C Snapshot was first announced in March at the T3 Conference ...

The addition of SIS rounds out Zywave's portfolio of agency management system solutions for employee benefits, commercial, and personal lines "When agencies more deeply integrate their management ...

Customers are vital to any business, and customer relation management (CRM) software enables you to maximize every interaction. We help you choose the right CRM for your business based on our in-depth ...

Snapsheet, which claims to be the “pioneer” of virtual appraisals and an emerging leader in cloud-based claims management software, announced that specialty property and casualty insurance carrier IAT ...

Southwest Securities has partnered with Orion Advisor Services to upgrade its performance reporting, accounting and regulatory processing services. Processing Content The firm hopes the software will ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

Rachel Williams has been an editor for nearly two decades. She has spent the last five years working on small business content to help entrepreneurs start and grow their businesses. She’s well-versed ...