The newly launched Wealthscape Intelligence and onboarding capabilities are designed to unlock personalized insights and ...

Canopy, the leading all-in-one practice management platform built for modern accounting firms, today announced the next major ...

Bridging the tech literacy gap early and consistently can be the difference between a client who quietly leaves and one who grows with your product.

LONDON--(BUSINESS WIRE)--IHS Markit (NYSE: INFO), a world leader in critical information, analytics and solutions, today announced that its client onboarding, entity data management and know your ...

VANCOUVER, British Columbia--(BUSINESS WIRE)--Trulioo, the leader in global identity verification, announced today it has acquired HelloFlow, the innovative no-code, drag-and-drop builder of client ...

If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...

The software company’s new AI features are part of its efforts to draw in new customers as well as grow business with its ...

Though the integration between Charles Schwab and TD Ameritrade is still years away from completion, the acquisition is starting to pay dividends for Schwab’s advisor-facing technology. In July, ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. By eliminating the friction and complexity of managing multiple banking ...

IMGCAP(1)]Every accountant who wants to thrive, or at least survive in the ultra-competitive economy of today, must make sure that they take all the necessary steps to achieve maximum efficiency in ...