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 ...

If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Software programs can help registered investment advisors and financial advisors run their businesses more efficiently. From tracking and analyzing data to generating reports to financial planning, ...

As our industry continues to evolve from a collection of small lifestyle practices into complex, growing businesses, more firms are seeking efficiency and scalability wherever they can find it. Each ...

If you are an appointment-based business, online scheduling and client management are two important (and deeply related) areas you need to pay attention to if you want to get ahead this year. I ...

Customer relationship management (CRM) software is a set of tools that help businesses track and manage customer interactions. The best CRM software can help businesses to better understand their ...