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 ...
DefenseWeb(TM) Technologies, a premier developer of professional custom software solutions for U.S. Department of Defense organizations, today announced that the U.S. Army has awarded a contract to ...
The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, ...
Sheryl O'Connor is the founder of Hartford-based WealthConductor LLC, which makes financial planning software for investment advisors. PHOTO CONTRIBUTED When planning for retirement, accumulating ...
Managing and keeping track of a full roster of clients can be a daunting task for a coach. Fortunately, there are numerous software programs available that can help automate and streamline the process ...
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