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 ...
ParisQuadient (Euronext Paris: QDT), a global intelligent automation platform enabling secure and professional business connections, today ...
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 ...
Devon IT Echo® drives simplified management of hosted and virtual desktop solutions, included with all Acer thin clients at no additional cost KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT, Inc. and ...
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.
Southwest Securities has partnered with Orion Advisor Services to upgrade its performance reporting, accounting and regulatory processing services. The firm hopes the software will help keep pace with ...
The best project management apps we've tested can help you ... At PCMag, I review AI and productivity software—everything from chatbots to to-do list apps. In my free time, I’m likely cooking ...
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