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 ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Notetaking AI app Zocks launched new features that can automatically transfer information from client meetings to a ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Suzanne is a ...

Four independent clients in a single screen without bezels hindering view Ultra HD 4K single or multiple input FHD resolution screens with a matte finish to reduce glare and strain on eyes RS232 ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...

HP today introduced an affordable new mobile thin client, as well as hardware and software portfolio enhancements to its thin client portfolio, to help companies improve security and productivity ...