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 ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT today announced the expanded Lenovo thin client portfolio - with the new ThinkCentre M73 thin client – now running a fully unified operating system and ...

NEW YORK--(BUSINESS WIRE)--SurePoint Technologies, the leading cloud provider of financial and practice management solutions for law firms, announced today its acquisition of Cole Valley Software, the ...