Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

We list the best client management software, to make it simple and easy to better and more effectively manage your clients. Client management software describes a tool that monitors and analyses ...

The best solutions can squeeze more out of a popular service Some accountants view write-up as grunt work - something akin to bookkeeping, that they have to do to keep particular clients. Others are ...

Quovo and other data aggregators use credentials shared by the client, so the owner of the data is the one making requests or managing retribution. Wealth Access is also permissions-based.

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on ...

A New Way Forward Some innovative software companies have figured out that this way of viewing client onboarding is outdated and unproductive.

Commentary Four Best Practices for Collecting Client Intake Data in Mass Torts By implementing an intake process that takes a structured, standardized, and streamlined approach to collecting ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Recent news of tax solutions leaking data to third parties like Facebook have raised concerns about how accountants can protect client privacy in the age of big data.

Implementing thorough software maintenance, otherwise known as a scheduled patch management process, is essential to finding and addressing potential vulnerabilities.

This connection between client and advisor is the foundation of any future action, and should be handled with the attention it deserves.