In this buying guide, we’ll outline the best client management software on the market today and their individual strengths and weaknesses. Whether you’re a multinational or a start-up, we’re here to ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

“If it takes hours to explain, the UI is simply not good enough.” These words are golden and developers live-by them whenever creating a new product. For a business organization, it makes zero sense ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

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 ...

Independent analysis highlights Automox’s leadership in advancing cloud-native endpoint operations with speed, clarity, and ...

Ezy Migrate becomes New Zealand’s first client management software application for licensed immigration advisers The software development company Small Business Online Solutions Ltd has launched New ...