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 ...

The smooth operation of any business requires organization, especially where client scheduling and tracking is concerned. To really maximize productivity and efficiency, it’s crucial to use ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Discover how billing software for lawyers helps Canadian firms streamline time tracking, trust accounting, invoicing, and ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

DefenseWeb(TM) Technologies, a premier developer of professional custom software solutions for U.S. Department of Defense organizations, today announced that the U.S. Army has awarded a contract to ...

Time tracking apps should help you easily manage employee schedules, track time spent on projects, and pull time and payroll-related reports. NerdWallet's content is fact-checked for accuracy, ...