Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...

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 ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, today announced the availability of Act! Solutions ...

Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer ...

Ciaran Carr was named head of client solutions group North America at Insight Investment. It is a new position, a spokeswoman said in an email. Mr. Carr will report to Serkan Bektas, head of client ...

Offering individually managed accounts to high-net-worth clients can be a scalable solution for financial advisers, writes Damian Graham. For many advisers, high value clients can be a challenge to ...

Hewlett-Packard and systems management software vendor Altiris have strengthened their long-standing partnership with the release of two co-developed client management software bundles. Although the ...

DALLAS--(BUSINESS WIRE)--Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, and Advyzon, a comprehensive technology platform and portfolio management ...

Groww is expanding deeper into wealth management by developing platforms for high-net-worth clients and mutual fund distributors. This follows its acquisition of Fisdom, which has been integrated into ...