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 ...
TAMPA, Fla.--(BUSINESS WIRE)--With the latest release of CCH Axcess Client Collaboration, Wolters Kluwer Tax and Accounting is making tax season easier and more time efficient for tax professionals ...
Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...
SINGAPORE--Companies need to overcome the lack of internal collaboration over software development between their IT team, operational staff and other stakeholders in order to remain competitive, as ...
Partnerships with Leading AI Technology Firms smartKYC and Zocks Accelerate Smarter Client Onboarding, Proactive Risk Insights and Personalized Advisor-Client Collaboration LOS ANGELES, August 06, ...
Learn why developers are embracing Agent Client Protocol (ACP), the open-source framework transforming IDEs and coding agents ...
Are your client relationships based on healthy collaboration and respect—or on delivering what’s ordered by doing what you’re told? Far too often, software engineering consulting companies accept ...
Hoping to spark closer integration with third-party applications, Citrix has exposed a number of APIs (application programming interfaces) for three of its collaborative services, GoToMeeting, ...
Readdle, the company behind popular email client Spark, is releasing a major new version of Spark on iOS and macOS. Spark is expanding beyond a personal email client. You can now work on emails with ...
FOLSOM, Calif.--(BUSINESS WIRE)--One Inc, the leading digital payments network for the insurance industry, today shared highlights of a transformative year marked by significant achievements. Built on ...
The rise of technology in wealth management has allowed advisory clients ever-greater online access to their account information. But it's also given rise to fears that increased digital autonomy may ...
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