Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

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 ...

Client 360 has been officially reborn. I recently took the first outsider's look at the updated technology engine and platform of independent broker-dealer Commonwealth Financial Network and found ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.