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 legal profession''s relationship with technology has evolved from one of basic word processing to a deep, strategic ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...