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 development team throws a party when it delivers a new database-oriented application to the business community. But the network exec, like Cinderella, can’t go to the party. All too often, the ...

If you can use a simple spreadsheet, you can create a valuable and powerful business tool for managing your business's clients. A client database can be more than just a list of customers' names, ...