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 ...

Financial advisers affiliated with Commonwealth, an independent broker/dealer–RIA, can access portfolio, document, customer relationship, and wealth management functionality on one platform, including ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

Client 360 has been officially reborn. I recently took the first outsider's look at the updated technology engine and platform of independent broker-dealer Commonwealth Financial Network and found ...

Accounting firms rely on their clients for revenue. In a similar respect, clients rely on these firms for their services. While the relationship is mainly transactional, it's not always easy to manage ...

The offering is geared toward emerging- and middle-market plan sponsors; meanwhile, Fidelity announced resources for independent RIAs. Voya Financial Inc. is targeting retirement plan advisers with a ...

BlackRock is rolling out new artificial intelligence capabilities for financial advisors, and it already has a significant client on board. The asset manager is announcing today that Morgan Stanley ...

THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Xirrus, Inc., the Wi-Fi "Power-Play" that delivers the most wireless coverage, bandwidth, and throughput in the industry, announced today the release of the ...