Creative Repute announces a new Client Pricing Portal designed to provide visibility into offerings, pricing, and engagement before the discovery conversations. This portal is designed to offer ...

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

Managing clients takes hard work and strength to meet the specific demands of the job. It can feel mentally draining to juggle several platforms for each respective client. The process can get ...

KKR built a new client portal to replace a legacy one built using vendor tech. The new portal was built on Amazon Web Services. KKR's head of engineering for digital client experience outlines lessons ...

In a major milestone for Orion, following its acquisition of financial planning technology provider Advizr, the firm unveiled its enhanced, single sign-on client portal. The remodeled portal borrows ...

Federal and state laws continue to get stricter about maintaining the security of clients’ Social Security numbers. Accountants in Massachusetts and Nevada are required to encrypt e-mails that contain ...

The race is on for brokerages to capture clients in an incredibly difficult housing market, and Compass believes a new technology offering will give it an advantage. The brokerage on Monday launched ...

Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...

TORONTO, April 29, 2024 /CNW/ - The Technical Standards and Safety Authority (TSSA) is ushering in a new era of convenience and efficiency for its regulated clients with the official launch of the ...