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 ...

Financial planning software developer Advicent is providing certain financial advisors with free access to the client portal of its NaviPlan platform, from April 1 through the end of next year, ...

Consultants need to do a little bit of everything, and that can mean loading up on a lot of potentially expensive software packages. Thank goodness for open source freeware projects and proprietary ...

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 ...

Effective project management can play a key role in a company’s success, from generating additional revenue to reducing costs through higher productivity. And project management has become even more ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...