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 ...

Managing clients takes hard work and strength to meet the specific demands of the job. It can feel mentally draining to juggle several platforms for each respective client. The process can get ...

Collaborative software is growing in popularity for both accountants and clients. Groupware, as it's also known, helps people work together on a common task to achieve their goals regardless of their ...

When we set out to create an operation to serve one of our biggest clients, we put collaboration at its heart. This would be neither a classic team, nor a dedicated agency; it would be ‘open source’ ...