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 ...

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 ...

IT executives tasked with whittling down an ever-expanding, often duplicative menu of software used in-house are facing static from employees who just can’t quit their favorite project management ...

PT Distinction, an award-winning personal trainer software platform, has recently revealed a new redesign of its app’s client portal. Directly addressing user ...

The new Auto Commentary feature of BlackRock’s Aladdin platform will comb through various data inputs to give advisors suggestions on points to raise with clients about their portfolios.