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 ...

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

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

NEW YORK--(BUSINESS WIRE)--SurePoint Technologies, the leading cloud provider of financial and practice management solutions for law firms, announced today its acquisition of Cole Valley Software, the ...