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 ...

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 ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

LONDON & NEW YORK--(BUSINESS WIRE)--IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is today announcing it has acquired AccountantsWorld, a pioneer in cloud ...

Entry-level accounting packages are terrific. They provide excellent features, and are frequently a good value. However, regardless of how good or cost-effective they are, they don't serve your ...

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 ...

ATLANTA — March 8, 2016 — Butler Street Consulting ("Butler Street"), a leader in client and talent development announced its release of ClientFit, a cloud-based application focused on minimizing ...