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 ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

“For the safety and security of our clients and systems, we disconnected from the third-party’s system when we became aware of the incident,” a spokesman for Perpetual said without naming the provider ...

QuickBooks - By centralizing customer data, enabling intelligent lead tracking, personalizing engagement, and automating workflows, it delivers a comprehensive solution for modern businesses. The ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...