Most client portal software tools pretend to be complete business systems until you're two months in and still using three ...

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 portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

As a financial advisor or leader of a wealth management firm, you know the importance of providing personalized service and communication to your clients. However, delivering frequent communication ...

Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their ...

Texting is the default communication method in 2023, but it is still a new frontier for financial advisors. The past few years have seen a transition from in-person meetings with financial advisors to ...

Legal IT Insider's Startup Corner with Trailmate, which describes itself as the first client-facing digital employee for law firms.

Time management is critical in every industry and for all organizations. Budgeting employee resources, managing workflows and hitting deadlines are all part and parcel to doing business. But in the ...