Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

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 ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.