The portal covers the full engagement cycle, from initial requests and document sharing to final deliverables and payments.

Business-aware AI, appointment booking, estimates, invoicing, payments, client portal, SMS, documents, deals, and ...

Money Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced enhancements to its Premium Client Portal, including expanded ...

Kennel Connection, a leading provider of pet care facility management software and a 100GROUP company, today announced its full integration with iDogCam, a camera solution built specifically for the ...

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 ...

RIA publications and the conference circuit are filled with articles and breakout sessions titled “The Digitization of Advice” or “The Amazon and Netflix Effect on Our Industry”—all discussing the ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Karbon, an accounting practice management software provider, has globally launched Karbon for Clients, a client portal aimed at eliminating bottlenecks in company-client work. The new offering is ...