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 ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Software programs can help registered investment advisors and financial advisors run their businesses more efficiently. From tracking and analyzing data to generating reports to financial planning, ...

Keep communication synchronized between your office and work in the field with field service management software. Digital solutions like cloud-based technology and AI-powered customer relationship ...

Today, CTX powers more than 50 banks across 60 countries, including several of the world’s top-20 institutions. During the past year, Intellect has signed more than 10 leading clients in Europe, the ...

Beyond a spa franchise’s calming ambience and therapeutic services lie complex operational demands. Today, software that helps simplify your business operations and client management efforts is ...