Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

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 ...

Collaborative software is growing in popularity for both accountants and clients. Groupware, as it's also known, helps people work together on a common task to achieve their goals regardless of their ...

RightFlows Helps Financial Advisory Firms Scale Financial Plan Implementations Efficiently by Managing Client and Advisor Tasks Within the Same Workflows SHELTON, CT / ACCESSWIRE / January 22, 2024 / ...

MINNEAPOLIS--(BUSINESS WIRE)--Wolters Kluwer Tax & Accounting is proud to announce the launch of CCH Axcess™ Client Collaboration — powered by Expert AI, the next evolution of client engagement within ...

Groove Networks this week will take the wraps off integration middleware that lets users securely integrate data from back-end systems with the vendor’s client-based collaboration software. The new ...

Wolters Kluwer announced new, enhanced collaboration features as part of the latest release of CCH Axcess Client Collaboration. The new capacities, in general, relate to tracking and exchanging ...