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 ...

From efficient scheduling capabilities and appointment confirmations to the ability to carefully track client preferences and update ever-evolving business services and pricing, contact management ...

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 ...

Any law firm that wants to stay competitive needs to focus on efficiency. By electronically managing the workflow of legal processes, this helpful software can significantly increase the productivity ...

On Tuesday, practice management software provider AllRize announced the introduction of agentic artificial intelligence ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

The real estate business is built on trust, timing, and persistent follow ups. Deals rarely happen overnight. They grow through months of conversations, property visits, and negotiations. An agent who ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...