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 ...

Southwest Securities has partnered with Orion Advisor Services to upgrade its performance reporting, accounting and regulatory processing services. Processing Content The firm hopes the software will ...

Infusionsoft, a small business CRM, sales and marketing software provider, announced that it has rebranded as Keap. According to CEO and Co-Founder Clate Mask, the name represents the company’s ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.

Hewlett-Packard and systems management software vendor Altiris have strengthened their long-standing partnership with the release of two co-developed client management software bundles. Although the ...

From efficient scheduling capabilities and appointment confirmations to the ability to carefully track client preferences and update ever-evolving business services and pricing, contact management ...