In this buying guide, we’ll outline the best client management software on the market today and their individual strengths and weaknesses. Whether you’re a multinational or a start-up, we’re here to ...

The Tamarac platform allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to automate more of their business.

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 ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

NICE Ltd. has struggled recently due to its CEO's retirement and geopolitical issues, but is on a recovery path with AI-driven efficiency. NICE's AI-equipped customer support platform, providing its ...

Ezy Migrate becomes New Zealand’s first client management software application for licensed immigration advisers The software development company Small Business Online Solutions Ltd has launched New ...

RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...